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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 | $210,698-92.9% | $178,014-91.7% | $145,959-89.8% |
| Participation rate | 57.9% | 80.8%-22.9pp | 77.1%-19.2pp | 80.3%-22.4pp |
| Annual return | 0.00% | 386.27%-386.3pp | 294.80%-294.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $843 | $4,567-81.5% | $3,950-78.7% | $4,661-81.9% |
| Participant deferral / active EE | $1,318 | $6,958-81.1% | $6,276-79.0% | $6,689-80.3% |
| Admin fee / account holder | $935 | $12,016-92.2% | $10,362-91.0% | $13,398-93.0% |