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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 | $60,605 | $29,736+103.8% | $56,033+8.2% | $80,935-25.1% |
| Participation rate | 55.8% | 41.7%+14.1pp | 52.5%+3.3pp | 67.7%-11.8pp |
| Annual return | 17.34% | 35.28%-17.9pp | 1711.38%-1694.0pp | 35.66%-18.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,297 | $1,228+87.0% | $1,954+17.5% | $4,299-46.6% |
| Admin fee / account holder | $3,088 | $2,434+26.9% | $2,827+9.2% | $6,924-55.4% |