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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 | $165,503 | $104,664+58.1% | $85,693+93.1% | $167,518-1.2% |
| Participation rate | 33.3% | 76.4%-43.0pp | 69.9%-36.5pp | 82.1%-48.8pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $900 | $3,337-73.0% | $2,618-65.6% | $4,838-81.4% |
| Participant deferral / active EE | $5,140 | $4,824+6.5% | $3,923+31.0% | $6,342-18.9% |
| Admin fee / account holder | $675 | $10,032-93.3% | $6,874-90.2% | $12,312-94.5% |