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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 | $61,752 | $52,884+16.8% | $84,753-27.1% | $55,167+11.9% |
| Participation rate | 64.7% | 67.5%-2.8pp | 76.6%-11.9pp | 69.0%-4.3pp |
| Annual return | 6.89% | 18.03%-11.1pp | 22.78%-15.9pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,049 | $2,644+91.0% | $3,712+36.0% | $3,054+65.3% |
| Admin fee / account holder | $3,529 | $581+507.7% | $5,333-33.8% | $504+600.3% |