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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 | $76,695 | $45,050+70.2% | $63,018+21.7% | $70,126+9.4% |
| Participation rate | 46.9% | 69.5%-22.6pp | 74.8%-27.9pp | 69.5%-22.6pp |
| Annual return | 11.61% | 18.76%-7.2pp | 87.62%-76.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,042 | $2,466+23.4% | $3,330-8.6% | $3,332-8.7% |
| Admin fee / account holder | $7,013 | $2,834+147.4% | $3,601+94.8% | $4,645+51.0% |