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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 | $28,131 | $148,623-81.1% | $135,974-79.3% | $139,466-79.8% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,758 | $5,246-47.4% | $4,859-43.2% | $4,754-42.0% |
| Participant deferral / active EE | $10,981 | $8,103+35.5% | $7,760+41.5% | $6,712+63.6% |
| Admin fee / account holder | $58,874 | $12,406+374.6% | $10,767+446.8% | $11,409+416.0% |