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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 | $208,088-81.8% | $186,193-79.7% | $154,746-75.5% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.1%-34.3pp | 80.7%-37.8pp |
| Annual return | 0.00% | 89.97%-90.0pp | 78.03%-78.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,643 | $4,340-62.2% | $3,918-58.1% | $4,379-62.5% |
| Participant deferral / active EE | $1,405 | $7,078-80.2% | $6,513-78.4% | $6,730-79.1% |
| Admin fee / account holder | $336 | $11,698-97.1% | $11,058-97.0% | $14,365-97.7% |