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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 | $48,284+9.8% | $67,524-21.5% | $80,911-34.5% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.6%-17.6pp |
| Annual return | 11.82% | 18.27%-6.4pp | 3519.41%-3507.6pp | 35.63%-23.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,567 | $2,927+56.1% | $4,001+14.1% | $4,297+6.3% |
| Admin fee / account holder | $3,953 | $3,688+7.2% | $4,001-1.2% | $6,935-43.0% |