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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 | $53,002 | $48,327+9.7% | $67,575-21.6% | $80,935-34.5% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.7%-17.7pp |
| Annual return | 11.82% | 18.31%-6.5pp | 3528.98%-3517.2pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,567 | $2,927+56.0% | $4,003+14.1% | $4,299+6.2% |
| Admin fee / account holder | $3,953 | $3,692+7.1% | $3,993-1.0% | $6,924-42.9% |