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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 | $227,291-71.6% | $214,702-70.0% | $155,188-58.4% |
| Participation rate | 20.0% | 88.0%-68.0pp | 87.5%-67.5pp | 80.8%-60.8pp |
| Annual return | 0.00% | 60.08%-60.1pp | 54.55%-54.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $2,557 | $6,772-62.2% | $6,461-60.4% | $4,248-39.8% |
| Participant deferral / active EE | $3,661 | $9,582-61.8% | $9,147-60.0% | $6,531-44.0% |
| Admin fee / account holder | $567 | $20,413-97.2% | $19,830-97.1% | $14,480-96.1% |