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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 | $70,098 | $54,541+28.5% | $78,778-11.0% | $70,1260% |
| Participation rate | 44.0% | 60.8%-16.8pp | 69.2%-25.2pp | 69.5%-25.5pp |
| Annual return | 15.51% | 21.07%-5.6pp | 35.62%-20.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,232 | $2,210-44.3% | $2,958-58.4% | $3,332-63.0% |
| Admin fee / account holder | $1,511 | $3,709-59.3% | $5,134-70.6% | $4,645-67.5% |