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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 | $64,840 | $152,597-57.5% | $117,533-44.8% | $134,532-51.8% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -13.85% | 53.04%-66.9pp | 29.77%-43.6pp | 418.27%-432.1pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $341 | $4,821-92.9% | $4,072-91.6% | $6,401-94.7% |
| Admin fee / account holder | $4,881 | $7,007-30.3% | $5,647-13.6% | $11,429-57.3% |