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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 | $48,337+22.1% | $67,560-12.6% | $80,959-27.1% |
| Participation rate | 53.3% | 66.4%-13.1pp | 72.9%-19.6pp | 67.7%-14.3pp |
| Annual return | 17.29% | 18.26%-1.0pp | 3533.50%-3516.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,888 | $2,928+169.4% | $4,004+97.0% | $4,300+83.4% |
| Admin fee / account holder | $5,216 | $3,695+41.1% | $3,994+30.6% | $6,925-24.7% |