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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 | $45,266+57.8% | $103,693-31.1% | $65,306+9.4% |
| Participation rate | 51.0% | 53.3%-2.3pp | 72.6%-21.7pp | 57.7%-6.7pp |
| Annual return | 14.74% | 25.10%-10.4pp | 47.61%-32.9pp | 21.94%-7.2pp |
| Employer contribution / active EE | $0 | $1,765-100.0% | $2,920-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,328 | $2,099+58.5% | $4,579-27.3% | $2,959+12.5% |
| Admin fee / account holder | $1,283 | $3,221-60.2% | $7,858-83.7% | $3,480-63.1% |