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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 | $54,104 | $58,726-7.9% | $142,898-62.1% | $85,851-37.0% |
| Participation rate | 61.0% | 58.5%+2.5pp | 72.0%-11.0pp | 69.3%-8.3pp |
| Annual return | 16.63% | 27.73%-11.1pp | 5639.64%-5623.0pp | 318.63%-302.0pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,484 | $2,609-4.8% | $3,838-35.3% | $3,952-37.2% |
| Admin fee / account holder | $8,110 | $4,234+91.5% | $6,560+23.6% | $6,261+29.5% |