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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 | $39,144 | $152,597-74.3% | $117,533-66.7% | $134,532-70.9% |
| Participation rate | 65.2% | 77.1%-11.9pp | 70.6%-5.4pp | 81.2%-16.0pp |
| Annual return | -17.14% | 53.04%-70.2pp | 29.77%-46.9pp | 418.27%-435.4pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $496 | $4,821-89.7% | $4,072-87.8% | $6,401-92.2% |
| Admin fee / account holder | $22,992 | $7,007+228.1% | $5,647+307.2% | $11,429+101.2% |