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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 | $59,022 | $48,314+22.2% | $67,561-12.6% | $80,925-27.1% |
| Participation rate | 53.3% | 66.4%-13.1pp | 72.9%-19.6pp | 67.7%-14.3pp |
| Annual return | 17.29% | 18.28%-1.0pp | 3525.44%-3508.2pp | 35.65%-18.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,888 | $2,927+169.5% | $4,003+97.1% | $4,299+83.5% |
| Admin fee / account holder | $5,216 | $3,690+41.4% | $4,006+30.2% | $6,940-24.8% |