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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 | $47,394 | $48,284-1.8% | $67,524-29.8% | $80,911-41.4% |
| Participation rate | 63.1% | 66.4%-3.3pp | 72.9%-9.8pp | 67.6%-4.6pp |
| Annual return | 14.99% | 18.27%-3.3pp | 3519.41%-3504.4pp | 35.63%-20.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,678 | $2,927+25.7% | $4,001-8.1% | $4,297-14.4% |
| Admin fee / account holder | $3,572 | $3,688-3.1% | $4,001-10.7% | $6,935-48.5% |