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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 | $48,011+27.0% | $63,803-4.5% | $82,637-26.2% |
| Participation rate | 40.6% | 66.6%-25.9pp | 72.7%-32.1pp | 68.1%-27.4pp |
| Annual return | 21.93% | 19.84%+2.1pp | 543.72%-521.8pp | 53.51%-31.6pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,343 | $2,846+52.6% | $3,843+13.0% | $4,126+5.2% |
| Admin fee / account holder | $4,342 | $3,873+12.1% | $5,196-16.4% | $7,339-40.8% |