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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 | $37,872 | $182,442-79.2% | $163,379-76.8% | $138,895-72.7% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.8%-34.0pp | 79.9%-37.1pp |
| Annual return | 0.00% | 72.74%-72.7pp | 63.41%-63.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,643 | $4,159-60.5% | $3,752-56.2% | $4,194-60.8% |
| Participant deferral / active EE | $1,405 | $6,817-79.4% | $6,282-77.6% | $6,396-78.0% |
| Admin fee / account holder | $336 | $10,396-96.8% | $9,818-96.6% | $12,562-97.3% |