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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 | $79,655 | $65,027+22.5% | $90,970-12.4% | $79,852-0.2% |
| Participation rate | 17.6% | 61.6%-44.0pp | 69.0%-51.4pp | 69.6%-52.1pp |
| Annual return | 20.10% | 30.45%-10.4pp | 134.58%-114.5pp | 31.72%-11.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,129 | $2,512-55.1% | $3,373-66.5% | $3,740-69.8% |
| Admin fee / account holder | $1,043 | $4,535-77.0% | $5,960-82.5% | $5,306-80.3% |