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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 | $58,234+23.5% | $81,783-12.1% | $80,874-11.1% |
| Participation rate | 52.2% | 63.4%-11.3pp | 72.4%-20.2pp | 67.6%-15.5pp |
| Annual return | 13.48% | 41.70%-28.2pp | 775.05%-761.6pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,237 | $3,283+29.1% | $4,320-1.9% | $4,297-1.4% |
| Admin fee / account holder | $4,540 | $4,982-8.9% | $7,380-38.5% | $6,935-34.5% |