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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 | $30,552 | $50,554-39.6% | $67,681-54.9% | $87,485-65.1% |
| Participation rate | 66.7% | 67.7%-1.1pp | 73.7%-7.1pp | 68.9%-2.3pp |
| Annual return | 11.95% | 17.81%-5.9pp | 590.58%-578.6pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,092 | $2,961+72.0% | $3,976+28.1% | $4,274+19.2% |
| Admin fee / account holder | $4,761 | $4,132+15.2% | $6,100-21.9% | $7,775-38.8% |