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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 | $71,916 | $58,311+23.3% | $81,882-12.2% | $80,959-11.2% |
| Participation rate | 52.2% | 63.5%-11.3pp | 72.4%-20.2pp | 67.7%-15.5pp |
| Annual return | 13.48% | 41.85%-28.4pp | 779.47%-766.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,237 | $3,287+28.9% | $4,323-2.0% | $4,300-1.5% |
| Admin fee / account holder | $4,540 | $4,752-4.5% | $7,360-38.3% | $6,925-34.4% |