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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 | $68,541 | $64,324+6.6% | $118,914-42.4% | $79,856-14.2% |
| Participation rate | 54.5% | 64.9%-10.3pp | 75.4%-20.9pp | 69.6%-15.1pp |
| Annual return | 12.04% | 86.45%-74.4pp | 35.89%-23.9pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,126 | $2,824-24.7% | $4,266-50.2% | $3,741-43.2% |
| Admin fee / account holder | $11,309 | $4,040+179.9% | $6,582+71.8% | $5,306+113.1% |