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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 | $24,172 | $52,519-54.0% | $155,789-84.5% | $59,633-59.5% |
| Participation rate | 37.0% | 61.7%-24.7pp | 76.1%-39.1pp | 68.7%-31.6pp |
| Annual return | -2.55% | 53.51%-56.1pp | 71.54%-74.1pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,350 | $3,084-56.2% | $4,798-71.9% | $3,192-57.7% |
| Admin fee / account holder | $475 | $3,540-86.6% | $7,477-93.6% | $4,297-88.9% |