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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 | $50,191 | $197,819-74.6% | $155,789-67.8% | $125,388-60.0% |
| Participation rate | 38.9% | 82.1%-43.2pp | 76.1%-37.2pp | 83.2%-44.3pp |
| Annual return | -1.89% | 86.73%-88.6pp | 71.54%-73.4pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,896 | $5,631-66.3% | $4,798-60.5% | $5,352-64.6% |
| Admin fee / account holder | $801 | $9,544-91.6% | $7,477-89.3% | $9,541-91.6% |