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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 | $56,918 | $61,787-7.9% | $97,197-41.4% | $80,925-29.7% |
| Participation rate | 57.9% | 63.5%-5.6pp | 72.7%-14.8pp | 67.7%-9.8pp |
| Annual return | 14.41% | -558.16%+572.6pp | 75.47%-61.1pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,864 | $3,027-38.4% | $4,263-56.3% | $4,299-56.6% |
| Admin fee / account holder | $3,129 | $5,170-39.5% | $5,637-44.5% | $6,940-54.9% |