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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 | $48,069 | $59,467-19.2% | $93,727-48.7% | $74,478-35.5% |
| Participation rate | 63.0% | 59.6%+3.4pp | 68.7%-5.7pp | 67.2%-4.2pp |
| Annual return | 14.07% | 82.14%-68.1pp | 133.83%-119.8pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,759 | $3,052+23.2% | $4,417-14.9% | $4,350-13.6% |
| Admin fee / account holder | $2,098 | $3,028-30.7% | $8,292-74.7% | $1,946+7.8% |