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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 | $81,446-21.1% | $103,374-37.9% | $80,874-20.6% |
| Participation rate | 59.0% | 66.9%-7.9pp | 74.5%-15.5pp | 67.6%-8.7pp |
| Annual return | 15.51% | 25.57%-10.1pp | 24.89%-9.4pp | 35.62%-20.1pp |
| Employer contribution / active EE | $16,837 | $3,107+441.9% | $3,869+335.1% | $2,756+511.0% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,230 | $6,715-51.9% | $8,394-61.5% | $6,935-53.4% |