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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 | $58,224 | $47,479+22.6% | $62,929-7.5% | $82,448-29.4% |
| Participation rate | 62.9% | 66.9%-4.0pp | 73.1%-10.2pp | 68.1%-5.2pp |
| Annual return | 18.19% | 20.34%-2.2pp | 1063.93%-1045.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,592 | $2,870-9.7% | $3,888-33.3% | $4,139-37.4% |
| Admin fee / account holder | $455 | $3,804-88.0% | $5,065-91.0% | $7,234-93.7% |