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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 | $43,160 | $157,296-72.6% | $141,191-69.4% | $152,897-71.8% |
| Participation rate | 22.2% | 84.8%-62.6pp | 82.5%-60.3pp | 82.5%-60.2pp |
| Annual return | 17.69% | 64.34%-46.7pp | 71.41%-53.7pp | 345.43%-327.7pp |
| Employer contribution / active EE | $10,111 | $5,262+92.1% | $4,736+113.5% | $4,764+112.3% |
| Participant deferral / active EE | $4,718 | $7,111-33.6% | $6,710-29.7% | $5,851-19.4% |
| Admin fee / account holder | $1,693 | $12,125-86.0% | $10,264-83.5% | $11,599-85.4% |