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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 | $64,649 | $35,183+83.7% | $73,550-12.1% | $70,126-7.8% |
| Participation rate | 60.0% | 42.9%+17.1pp | 54.9%+5.1pp | 69.5%-9.5pp |
| Annual return | 18.54% | 26.90%-8.4pp | -15.16%+33.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,869 | $1,220+217.1% | $1,804+114.4% | $3,332+16.1% |
| Admin fee / account holder | $19,386 | $2,302+742.1% | $2,320+735.7% | $4,645+317.3% |