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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 | $37,287 | $152,591-75.6% | $117,529-68.3% | $134,545-72.3% |
| Participation rate | 38.9% | 77.1%-38.2pp | 70.6%-31.7pp | 81.2%-42.3pp |
| Annual return | -17.90% | 53.04%-70.9pp | 29.77%-47.7pp | 418.37%-436.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,754 | $4,821-1.4% | $4,072+16.7% | $6,401-25.7% |
| Admin fee / account holder | $444 | $7,004-93.7% | $5,645-92.1% | $11,431-96.1% |