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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 | $57,024 | $48,432+17.7% | $121,210-53.0% | $71,529-20.3% |
| Participation rate | 46.0% | 54.3%-8.4pp | 69.5%-23.6pp | 67.9%-22.0pp |
| Annual return | 23.23% | 23.28%0pp | 987.41%-964.2pp | 28.97%-5.7pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,171-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $7,842 | $2,756+184.5% | $4,084+92.0% | $4,291+82.7% |
| Admin fee / account holder | $4,665 | $1,845+152.9% | $5,647-17.4% | $1,588+193.7% |