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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 | $114,119-48.8% | $107,187-45.5% | $138,895-57.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,091 | $4,059-48.5% | $3,782-44.7% | $4,194-50.1% |
| Participant deferral / active EE | $2,091 | $5,538-62.2% | $5,096-59.0% | $6,396-67.3% |
| Admin fee / account holder | $921 | $10,024-90.8% | $9,162-90.0% | $12,562-92.7% |