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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 | $52,469 | $48,337+8.5% | $67,560-22.3% | $80,959-35.2% |
| Participation rate | 33.3% | 66.4%-33.1pp | 72.9%-39.6pp | 67.7%-34.3pp |
| Annual return | 19.02% | 18.26%+0.8pp | 3533.50%-3514.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,574 | $2,928+56.2% | $4,004+14.2% | $4,300+6.4% |
| Admin fee / account holder | $552 | $3,695-85.1% | $3,994-86.2% | $6,925-92.0% |