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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 | $45,900+55.6% | $94,057-24.1% | $64,340+11.0% |
| Participation rate | 51.0% | 50.6%+0.4pp | 73.3%-22.4pp | 55.2%-4.3pp |
| Annual return | 14.74% | 50.47%-35.7pp | 480.62%-465.9pp | 24.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,328 | $2,102+58.3% | $4,709-29.3% | $2,980+11.7% |
| Admin fee / account holder | $1,283 | $3,143-59.2% | $7,244-82.3% | $3,703-65.3% |