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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 | $51,814 | $102,429-49.4% | $147,096-64.8% | $80,925-36.0% |
| Participation rate | 62.9% | 75.9%-13.0pp | 82.2%-19.3pp | 67.7%-4.8pp |
| Annual return | 15.28% | 135.02%-119.7pp | 419.75%-404.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,277 | $6,649+54.6% | $8,071+27.3% | $4,299+139.1% |
| Admin fee / account holder | $2,572 | $7,957-67.7% | $13,005-80.2% | $6,940-62.9% |