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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 | $54,570 | $48,327+12.9% | $67,575-19.2% | $80,935-32.6% |
| Participation rate | 56.9% | 66.4%-9.5pp | 72.9%-16.0pp | 67.7%-10.8pp |
| Annual return | 19.05% | 18.31%+0.7pp | 3528.98%-3509.9pp | 35.66%-16.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,354 | $2,927-19.6% | $4,003-41.2% | $4,299-45.3% |
| Admin fee / account holder | $631 | $3,692-82.9% | $3,993-84.2% | $6,924-90.9% |