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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 | $58,241+16.2% | $81,780-17.2% | $80,911-16.3% |
| Participation rate | 60.7% | 63.4%-2.7pp | 72.4%-11.6pp | 67.6%-6.9pp |
| Annual return | 15.73% | 41.73%-26.0pp | 776.27%-760.5pp | 35.63%-19.9pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,052 | $3,283-68.0% | $4,321-75.7% | $4,297-75.5% |
| Admin fee / account holder | $2,478 | $4,973-50.2% | $7,384-66.4% | $6,935-64.3% |