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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 | $129,737-73.0% | $119,126-70.6% | $154,746-77.4% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,910 | $4,375-56.3% | $4,034-52.7% | $4,379-56.4% |
| Participant deferral / active EE | $6,758 | $5,842+15.7% | $5,318+27.1% | $6,730+0.4% |
| Admin fee / account holder | $331 | $11,961-97.2% | $10,693-96.9% | $14,365-97.7% |