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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 | $24,439 | $100,203-75.6% | $85,240-71.3% | $145,897-83.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 0.00% | 84.28%-84.3pp | 66.75%-66.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $3,394 | $3,242+4.7% | $2,735+24.1% | $4,663-27.2% |
| Participant deferral / active EE | $5,555 | $5,299+4.8% | $4,527+22.7% | $6,689-17.0% |
| Admin fee / account holder | $3,235 | $7,265-55.5% | $6,165-47.5% | $13,390-75.8% |