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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 | $104,694+58.1% | $85,709+93.1% | $167,536-1.2% |
| 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 | 478.82%-478.8pp |
| Employer contribution / active EE | $900 | $3,337-73.0% | $2,619-65.6% | $4,839-81.4% |
| Participant deferral / active EE | $5,140 | $4,826+6.5% | $3,924+31.0% | $6,342-19.0% |
| Admin fee / account holder | $675 | $10,035-93.3% | $6,876-90.2% | $12,315-94.5% |