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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 | $66,951 | $63,346+5.7% | $92,240-27.4% | $70,126-4.5% |
| Participation rate | 48.0% | 68.7%-20.7pp | 76.5%-28.5pp | 69.5%-21.5pp |
| Annual return | 16.21% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,058 | $2,854+42.2% | $3,897+4.1% | $3,332+21.8% |
| Admin fee / account holder | $1,324 | $3,841-65.5% | $5,194-74.5% | $4,645-71.5% |