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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 | $58,421 | $129,737-55.0% | $119,126-51.0% | $154,746-62.2% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $2,091 | $4,375-52.2% | $4,034-48.2% | $4,379-52.2% |
| Participant deferral / active EE | $2,091 | $5,842-64.2% | $5,318-60.7% | $6,730-68.9% |
| Admin fee / account holder | $921 | $11,961-92.3% | $10,693-91.4% | $14,365-93.6% |