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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 | $80,748-43.4% | $102,383-55.3% | $74,429-38.6% |
| Participation rate | 66.7% | 65.7%+1.0pp | 74.5%-7.8pp | 67.2%-0.5pp |
| Annual return | 14.06% | 27.57%-13.5pp | 24.94%-10.9pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,362 | $3,861-38.8% | $5,060-53.3% | $4,348-45.7% |
| Admin fee / account holder | $3,573 | $2,371+50.7% | $8,391-57.4% | $1,944+83.8% |