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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 | $19,127 | $107,363-82.2% | $92,909-79.4% | $152,897-87.5% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,444 | $4,222-65.8% | $3,653-60.5% | $4,764-69.7% |
| Participant deferral / active EE | $4,230 | $4,848-12.7% | $4,238-0.2% | $5,851-27.7% |
| Admin fee / account holder | $672 | $7,082-90.5% | $5,795-88.4% | $11,599-94.2% |