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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 | $76,584 | $93,346-18.0% | $71,796+6.7% | $273,972-72.0% |
| Participation rate | 56.3% | 76.5%-20.3pp | 69.1%-12.9pp | 83.0%-26.8pp |
| Annual return | 5.89% | 130.39%-124.5pp | 78.04%-72.2pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $873 | $3,475-74.9% | $2,794-68.8% | $5,287-83.5% |
| Admin fee / account holder | $7,906 | $6,571+20.3% | $4,815+64.2% | $10,133-22.0% |