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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,426 | $47,105+51.6% | $68,368+4.5% | $67,986+5.1% |
| Participation rate | 51.0% | 51.8%-0.8pp | 73.8%-22.8pp | 57.2%-6.2pp |
| Annual return | 14.74% | 48.37%-33.6pp | 292.57%-277.8pp | 31.67%-16.9pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,328 | $2,374+40.2% | $4,123-19.3% | $3,358-0.9% |
| Admin fee / account holder | $1,283 | $2,435-47.3% | $5,150-75.1% | $3,203-59.9% |