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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 | $16,428 | $152,542-89.2% | $117,498-86.0% | $134,509-87.8% |
| Participation rate | 62.5% | 77.1%-14.6pp | 70.6%-8.1pp | 81.2%-18.7pp |
| Annual return | -17.08% | 53.02%-70.1pp | 29.75%-46.8pp | 418.13%-435.2pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,148 | $4,819-55.4% | $4,071-47.2% | $6,400-66.4% |
| Admin fee / account holder | $1,071 | $7,006-84.7% | $5,646-81.0% | $11,427-90.6% |