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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 | $23,599 | $152,597-84.5% | $117,533-79.9% | $134,532-82.5% |
| Participation rate | 35.0% | 77.1%-42.1pp | 70.6%-35.6pp | 81.2%-46.2pp |
| Annual return | -16.63% | 53.04%-69.7pp | 29.77%-46.4pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,232 | $4,821-74.4% | $4,072-69.7% | $6,401-80.7% |
| Admin fee / account holder | $1,264 | $7,007-82.0% | $5,647-77.6% | $11,429-88.9% |