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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 | $64,498 | $212,386-69.6% | $199,883-67.7% | $138,895-53.6% |
| Participation rate | 20.0% | 87.4%-67.4pp | 86.8%-66.8pp | 79.9%-59.9pp |
| Annual return | 0.00% | 47.75%-47.7pp | 43.81%-43.8pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,557 | $6,625-61.4% | $6,261-59.2% | $4,194-39.0% |
| Participant deferral / active EE | $3,661 | $9,617-61.9% | $9,138-59.9% | $6,396-42.8% |
| Admin fee / account holder | $567 | $18,233-96.9% | $17,268-96.7% | $12,562-95.5% |