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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 | $119,443 | $166,131-28.1% | $164,975-27.6% | $145,877-18.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 0.00% | 100.37%-100.4pp | 70.12%-70.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,047 | $5,276-61.2% | $4,343-52.9% | $4,663-56.1% |
| Participant deferral / active EE | $12,394 | $6,962+78.0% | $6,033+105.4% | $6,691+85.2% |
| Admin fee / account holder | $975 | $16,648-94.1% | $12,688-92.3% | $13,402-92.7% |