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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 | $45,731 | $80,781-43.4% | $102,437-55.4% | $74,478-38.6% |
| Participation rate | 66.7% | 65.7%+1.0pp | 74.5%-7.8pp | 67.2%-0.6pp |
| Annual return | 14.06% | 27.58%-13.5pp | 24.95%-10.9pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,362 | $3,862-38.8% | $5,060-53.3% | $4,350-45.7% |
| Admin fee / account holder | $3,573 | $2,372+50.6% | $8,388-57.4% | $1,946+83.6% |