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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 | $60,114 | $51,638+16.4% | $68,368-12.1% | $82,448-27.1% |
| Participation rate | 38.1% | 63.6%-25.5pp | 73.8%-35.7pp | 68.1%-30.0pp |
| Annual return | 14.06% | 37.53%-23.5pp | 292.57%-278.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,153 | $2,914+8.2% | $4,123-23.5% | $4,139-23.8% |
| Admin fee / account holder | $49,843 | $4,643+973.4% | $5,150+867.9% | $7,234+589.0% |