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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 | $22,105 | $106,247-79.2% | $96,515-77.1% | $139,466-84.2% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 25.59% | 38.47%-12.9pp | 35.73%-10.1pp | 373.66%-348.1pp |
| Employer contribution / active EE | $8,092 | $4,106+97.1% | $3,740+116.4% | $4,754+70.2% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,207 | $7,885-46.6% | $6,735-37.5% | $11,409-63.1% |