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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 | $48,314+8.6% | $67,561-22.3% | $80,925-35.2% |
| Participation rate | 33.3% | 66.4%-33.1pp | 72.9%-39.6pp | 67.7%-34.3pp |
| Annual return | 19.02% | 18.28%+0.7pp | 3525.44%-3506.4pp | 35.65%-16.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,574 | $2,927+56.3% | $4,003+14.3% | $4,299+6.4% |
| Admin fee / account holder | $552 | $3,690-85.0% | $4,006-86.2% | $6,940-92.0% |