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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 | $24,606 | $88,778-72.3% | $81,844-69.9% | $145,884-83.1% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 0.00% | 1033.03%-1033.0pp | 778.87%-778.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,205 | $3,087-61.0% | $2,916-58.7% | $4,662-74.2% |
| Participant deferral / active EE | $1,693 | $4,648-63.6% | $4,323-60.8% | $6,690-74.7% |
| Admin fee / account holder | $1,202 | $8,430-85.7% | $7,355-83.7% | $13,392-91.0% |