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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 | $211,224-32.1% | $178,505-19.7% | $145,897-1.7% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 0.00% | 30.28%-30.3pp | 27.16%-27.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,461 | $4,577-46.2% | $3,955-37.8% | $4,663-47.2% |
| Participant deferral / active EE | $3,333 | $6,966-52.1% | $6,280-46.9% | $6,689-50.2% |
| Admin fee / account holder | $370 | $12,109-96.9% | $10,428-96.5% | $13,390-97.2% |