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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 | $55,457+5.0% | $77,361-24.7% | $94,015-38.1% |
| Participation rate | 62.9% | 69.8%-6.9pp | 75.0%-12.1pp | 70.8%-7.9pp |
| Annual return | 18.19% | 15.57%+2.6pp | 1011.54%-993.4pp | 17.84%+0.3pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,592 | $3,069-15.5% | $3,911-33.7% | $4,249-39.0% |
| Admin fee / account holder | $455 | $4,334-89.5% | $5,894-92.3% | $8,951-94.9% |