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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 | $111,814-45.0% | $103,374-40.5% | $145,959-57.9% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 10.12% | 24.77%-14.6pp | 24.89%-14.8pp | 561.95%-551.8pp |
| Employer contribution / active EE | $14,498 | $4,214+244.1% | $3,869+274.7% | $4,661+211.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $45,925 | $9,754+370.8% | $8,394+447.1% | $13,398+242.8% |