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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 | $210,698-31.9% | $178,014-19.4% | $145,959-1.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 0.00% | 386.27%-386.3pp | 294.80%-294.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $2,461 | $4,567-46.1% | $3,950-37.7% | $4,661-47.2% |
| Participant deferral / active EE | $3,333 | $6,958-52.1% | $6,276-46.9% | $6,689-50.2% |
| Admin fee / account holder | $370 | $12,016-96.9% | $10,362-96.4% | $13,398-97.2% |