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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 | $25,406 | $138,102-81.6% | $125,381-79.7% | $134,532-81.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,058 | $5,245-3.6% | $4,815+5.0% | $4,741+6.7% |
| Participant deferral / active EE | $11,552 | $7,801+48.1% | $7,448+55.1% | $6,401+80.5% |
| Admin fee / account holder | $526 | $11,568-95.5% | $10,007-94.7% | $11,429-95.4% |