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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 | $156,398-84.5% | $147,318-83.5% | $138,895-82.5% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,462 | $4,853-49.3% | $4,593-46.4% | $4,194-41.3% |
| Participant deferral / active EE | $4,897 | $8,237-40.6% | $7,906-38.1% | $6,396-23.4% |
| Admin fee / account holder | $7,175 | $14,976-52.1% | $13,708-47.7% | $12,562-42.9% |