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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 | $24,291 | $154,228-84.3% | $145,433-83.3% | $137,256-82.3% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $2,462 | $4,804-48.8% | $4,554-45.9% | $4,156-40.8% |
| Participant deferral / active EE | $4,897 | $8,216-40.4% | $7,897-38.0% | $6,407-23.6% |
| Admin fee / account holder | $7,175 | $14,344-50.0% | $13,129-45.4% | $12,270-41.5% |