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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 | $73,710 | $65,034+13.3% | $90,970-19.0% | $79,856-7.7% |
| Participation rate | 56.9% | 61.6%-4.8pp | 69.0%-12.2pp | 69.6%-12.8pp |
| Annual return | 18.28% | 30.45%-12.2pp | 134.60%-116.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,106 | $2,512-16.2% | $3,373-37.6% | $3,741-43.7% |
| Admin fee / account holder | $2,301 | $4,536-49.3% | $5,961-61.4% | $5,306-56.6% |