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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 | $32,613 | $110,379-70.5% | $102,412-68.2% | $145,884-77.6% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 10.65% | 24.84%-14.2pp | 24.94%-14.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $4,396 | $4,216+4.3% | $3,870+13.6% | $4,662-5.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,321 | $9,745-76.2% | $8,388-72.3% | $13,392-82.7% |