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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 | $49,684 | $53,127-6.5% | $86,597-42.6% | $70,131-29.2% |
| Participation rate | 46.9% | 65.3%-18.4pp | 73.5%-26.7pp | 69.5%-22.7pp |
| Annual return | 20.62% | 27.66%-7.0pp | 964.96%-944.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,159 | $2,696+17.2% | $3,609-12.5% | $3,332-5.2% |
| Admin fee / account holder | $3,823 | $3,585+6.6% | $4,906-22.1% | $4,645-17.7% |