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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 | $60,956 | $47,479+28.4% | $62,929-3.1% | $82,448-26.1% |
| Participation rate | 40.6% | 66.9%-26.2pp | 73.1%-32.5pp | 68.1%-27.4pp |
| Annual return | 21.93% | 20.34%+1.6pp | 1063.93%-1042.0pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,343 | $2,870+51.3% | $3,888+11.7% | $4,139+4.9% |
| Admin fee / account holder | $4,342 | $3,804+14.1% | $5,065-14.3% | $7,234-40.0% |