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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 | $59,427 | $78,690-24.5% | $161,489-63.2% | $87,485-32.1% |
| Participation rate | 59.1% | 67.5%-8.4pp | 78.7%-19.6pp | 68.9%-9.8pp |
| Annual return | 13.64% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,621 | $3,311+9.4% | $5,630-35.7% | $4,274-15.3% |
| Admin fee / account holder | $3,841 | $6,724-42.9% | $16,006-76.0% | $7,775-50.6% |