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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 | $35,027 | $134,817-74.0% | $123,973-71.7% | $155,188-77.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 0.00% | 515.49%-515.5pp | 388.13%-388.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $1,910 | $4,425-56.8% | $4,126-53.7% | $4,248-55.0% |
| Participant deferral / active EE | $6,758 | $5,706+18.4% | $5,247+28.8% | $6,531+3.5% |
| Admin fee / account holder | $331 | $13,245-97.5% | $11,799-97.2% | $14,480-97.7% |