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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 | $61,472 | $110,410-44.3% | $102,437-40.0% | $145,897-57.9% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 10.12% | 24.85%-14.7pp | 24.95%-14.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $14,498 | $4,217+243.8% | $3,871+274.6% | $4,663+210.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $45,925 | $9,745+371.3% | $8,388+447.5% | $13,390+243.0% |