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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 | $89,771 | $198,609-54.8% | $89,7710% | $198,609-54.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 50.0%0pp | 82.4%-32.4pp |
| Annual return | 13.64% | 202.70%-189.1pp | 13.64%0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $2,730 | $5,055-46.0% | $2,7300% | $5,055-46.0% |
| Participant deferral / active EE | $17,375 | $6,977+149.0% | $17,3750% | $6,977+149.0% |
| Admin fee / account holder | $686 | $19,030-96.4% | $6860% | $19,030-96.4% |