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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 | $143,401 | $211,239-32.1% | $178,528-19.7% | $145,877-1.7% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 0.00% | 30.22%-30.2pp | 27.11%-27.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,461 | $4,570-46.2% | $3,950-37.7% | $4,663-47.2% |
| Participant deferral / active EE | $3,333 | $6,963-52.1% | $6,278-46.9% | $6,691-50.2% |
| Admin fee / account holder | $370 | $12,095-96.9% | $10,419-96.5% | $13,402-97.2% |