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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 | $25,196 | $197,819-87.3% | $155,789-83.8% | $125,389-79.9% |
| Participation rate | 27.3% | 82.1%-54.8pp | 76.1%-48.8pp | 83.2%-55.9pp |
| Annual return | -0.40% | 86.73%-87.1pp | 71.54%-71.9pp | 282.24%-282.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,248 | $5,631-60.1% | $4,798-53.2% | $5,352-58.0% |
| Admin fee / account holder | $673 | $9,544-92.9% | $7,477-91.0% | $9,541-92.9% |