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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 | $64,243 | $81,504-21.2% | $102,437-37.3% | $80,959-20.6% |
| Participation rate | 59.0% | 66.9%-7.9pp | 74.5%-15.5pp | 67.7%-8.7pp |
| Annual return | 15.51% | 25.60%-10.1pp | 24.95%-9.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $16,837 | $3,104+442.5% | $3,871+335.0% | $2,757+510.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,230 | $6,719-51.9% | $8,388-61.5% | $6,925-53.4% |