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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 | $63,414 | $61,356+3.4% | $149,696-57.6% | $71,511-11.3% |
| Participation rate | 17.7% | 62.5%-44.8pp | 78.8%-61.1pp | 67.9%-50.2pp |
| Annual return | 20.45% | 35.86%-15.4pp | 134.46%-114.0pp | 28.86%-8.4pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,635 | $2,920-9.7% | $5,682-53.6% | $4,291-38.6% |
| Admin fee / account holder | $2,872 | $1,263+127.4% | $13,212-78.3% | $1,588+80.8% |