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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 | $26,942 | $180,749-85.1% | $160,784-83.2% | $137,256-80.4% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.0%-48.4pp | 80.0%-51.4pp |
| Annual return | 0.00% | 2234.46%-2234.5pp | 1803.92%-1803.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $543 | $4,155-86.9% | $3,733-85.5% | $4,156-86.9% |
| Participant deferral / active EE | $6,714 | $6,844-1.9% | $6,293+6.7% | $6,407+4.8% |
| Admin fee / account holder | $428 | $10,397-95.9% | $9,717-95.6% | $12,270-96.5% |