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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 | $37,491 | $43,730-14.3% | $121,220-69.1% | $64,173-41.6% |
| Participation rate | 62.2% | 58.3%+3.9pp | 71.8%-9.5pp | 69.6%-7.3pp |
| Annual return | 7.63% | 68.94%-61.3pp | 16.94%-9.3pp | 7.63%0pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,227 | $2,281-2.3% | $3,345-33.4% | $3,470-35.8% |
| Admin fee / account holder | $12,768 | $3,502+264.5% | $5,021+154.3% | $4,887+161.2% |