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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 | $20,466 | $133,998-84.7% | $112,263-81.8% | $134,545-84.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $4,818 | $4,040+19.3% | $3,636+32.5% | $4,742+1.6% |
| Participant deferral / active EE | $6,740 | $5,292+27.3% | $4,729+42.5% | $6,401+5.3% |
| Admin fee / account holder | $2,335 | $7,493-68.8% | $6,410-63.6% | $11,431-79.6% |