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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 | $61,666 | $157,276-60.8% | $141,177-56.3% | $152,885-59.7% |
| Participation rate | 38.5% | 84.8%-46.4pp | 82.5%-44.0pp | 82.5%-44.0pp |
| Annual return | 16.00% | 64.33%-48.3pp | 71.40%-55.4pp | 345.39%-329.4pp |
| Employer contribution / active EE | $11,759 | $5,262+123.5% | $4,736+148.3% | $4,763+146.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,628 | $12,123-86.6% | $10,263-84.1% | $11,598-86.0% |