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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 | $39,913 | $167,353-76.2% | $143,797-72.2% | $134,545-70.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -19.59% | 0.48%-20.1pp | -0.04%-19.5pp | 418.37%-438.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,301 | $6,447-33.3% | $5,638-23.7% | $6,401-32.8% |
| Admin fee / account holder | $12,676 | $18,096-29.9% | $14,679-13.6% | $11,431+10.9% |