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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 | $21,144 | $133,981-84.2% | $112,249-81.2% | $134,532-84.3% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -19.00% | 47.16%-66.2pp | 27.48%-46.5pp | 418.27%-437.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,214 | $5,292-58.2% | $4,729-53.2% | $6,401-65.4% |
| Admin fee / account holder | $2,316 | $7,492-69.1% | $6,412-63.9% | $11,429-79.7% |