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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 | $36,185 | $110,379-67.2% | $102,412-64.7% | $145,884-75.2% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 10.84% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $22,034 | $4,216+422.6% | $3,870+469.4% | $4,662+372.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,058 | $9,745-37.8% | $8,388-27.8% | $13,392-54.8% |