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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 | $25,976 | $174,379-85.1% | $152,093-82.9% | $138,895-81.3% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,780 | $4,652-61.7% | $4,175-57.4% | $4,194-57.6% |
| Participant deferral / active EE | $11,200 | $6,159+81.8% | $5,451+105.5% | $6,396+75.1% |
| Admin fee / account holder | $903 | $16,880-94.7% | $14,497-93.8% | $12,562-92.8% |