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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 | $68,692 | $54,357+26.4% | $82,706-16.9% | $68,495+0.3% |
| Participation rate | 67.4% | 63.9%+3.5pp | 72.6%-5.1pp | 67.9%-0.5pp |
| Annual return | 21.97% | -13.67%+35.6pp | 701.76%-679.8pp | -7.84%+29.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $303 | $4,396-93.1% | $5,329-94.3% | $5,403-94.4% |