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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 | $66,621 | $110,240-39.6% | $96,544-31.0% | $139,487-52.2% |
| Participation rate | 42.9% | 78.1%-35.3pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 14.67% | 26.41%-11.7pp | 25.88%-11.2pp | 373.84%-359.2pp |
| Employer contribution / active EE | $4,520 | $3,622+24.8% | $2,966+52.4% | $4,755-4.9% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $385 | $11,602-96.7% | $8,254-95.3% | $11,407-96.6% |