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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 | $67,697 | $58,311+16.1% | $81,882-17.3% | $80,959-16.4% |
| Participation rate | 60.7% | 63.5%-2.8pp | 72.4%-11.7pp | 67.7%-7.0pp |
| Annual return | 15.73% | 41.85%-26.1pp | 779.47%-763.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,052 | $3,287-68.0% | $4,323-75.7% | $4,300-75.5% |
| Admin fee / account holder | $2,478 | $4,752-47.9% | $7,360-66.3% | $6,925-64.2% |