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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 | $20,391 | $106,280-80.8% | $96,538-78.9% | $139,487-85.4% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.3%-6.2pp | 80.3%-12.2pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,600 | $4,107-36.7% | $3,740-30.5% | $4,755-45.3% |
| Participant deferral / active EE | $5,103 | $5,457-6.5% | $4,880+4.6% | $6,713-24.0% |
| Admin fee / account holder | $470 | $7,888-94.0% | $6,737-93.0% | $11,407-95.9% |