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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 | $14,862 | $211,239-93.0% | $178,528-91.7% | $145,877-89.8% |
| Participation rate | 57.9% | 80.8%-22.9pp | 77.1%-19.2pp | 80.3%-22.4pp |
| Annual return | 0.00% | 30.22%-30.2pp | 27.11%-27.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $843 | $4,570-81.6% | $3,950-78.7% | $4,663-81.9% |
| Participant deferral / active EE | $1,318 | $6,963-81.1% | $6,278-79.0% | $6,691-80.3% |
| Admin fee / account holder | $935 | $12,095-92.3% | $10,419-91.0% | $13,402-93.0% |