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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 | $34,559 | $124,351-72.2% | $109,188-68.3% | $167,553-79.4% |
| Participation rate | 58.3% | 79.4%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,114 | $4,210-49.8% | $3,723-43.2% | $4,840-56.3% |
| Participant deferral / active EE | $4,185 | $5,257-20.4% | $4,654-10.1% | $6,343-34.0% |
| Admin fee / account holder | $435 | $7,975-94.6% | $6,755-93.6% | $12,316-96.5% |