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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 | $100,073-75.6% | $85,126-71.3% | $145,877-83.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 0.00% | 84.11%-84.1pp | 66.63%-66.6pp | 551.28%-551.3pp |
| Employer contribution / active EE | $3,394 | $3,236+4.9% | $2,731+24.3% | $4,663-27.2% |
| Participant deferral / active EE | $5,555 | $5,294+4.9% | $4,523+22.8% | $6,691-17.0% |
| Admin fee / account holder | $3,235 | $7,261-55.4% | $6,160-47.5% | $13,402-75.9% |