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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 | $148,582-81.1% | $135,942-79.3% | $139,456-79.8% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,758 | $5,245-47.4% | $4,858-43.2% | $4,753-42.0% |
| Participant deferral / active EE | $10,981 | $8,101+35.5% | $7,759+41.5% | $6,711+63.6% |
| Admin fee / account holder | $58,874 | $12,402+374.7% | $10,764+446.9% | $11,407+416.1% |