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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 | $34,558 | $108,897-68.3% | $100,378-65.6% | $145,877-76.3% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 0.00% | 58.17%-58.2pp | 49.41%-49.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,212 | $4,420-50.0% | $3,942-43.9% | $4,663-52.6% |
| Participant deferral / active EE | $4,408 | $8,455-47.9% | $8,087-45.5% | $6,691-34.1% |
| Admin fee / account holder | $6,466 | $9,690-33.3% | $7,899-18.1% | $13,402-51.8% |