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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 | $60,104 | $165,912-63.8% | $122,342-50.9% | $147,585-59.3% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 13.42% | 34.55%-21.1pp | 30.28%-16.9pp | 578.57%-565.2pp |
| Employer contribution / active EE | $2,241 | $5,754-61.1% | $4,051-44.7% | $4,876-54.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $368 | $7,424-95.0% | $5,478-93.3% | $10,885-96.6% |