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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 | $84,804 | $162,136-47.7% | $152,301-44.3% | $154,746-45.2% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 0.00% | 91.02%-91.0pp | 80.50%-80.5pp | 172.34%-172.3pp |
| Employer contribution / active EE | $4,170 | $4,890-14.7% | $4,624-9.8% | $4,379-4.8% |
| Participant deferral / active EE | $8,999 | $8,341+7.9% | $8,004+12.4% | $6,730+33.7% |
| Admin fee / account holder | $452 | $15,759-97.1% | $14,398-96.9% | $14,365-96.9% |