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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 | $47,166 | $152,591-69.1% | $117,529-59.9% | $134,545-64.9% |
| Participation rate | 29.4% | 77.1%-47.7pp | 70.6%-41.2pp | 81.2%-51.8pp |
| Annual return | -18.23% | 53.04%-71.3pp | 29.77%-48.0pp | 418.37%-436.6pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,685 | $4,821-65.1% | $4,072-58.6% | $6,401-73.7% |
| Admin fee / account holder | $7,087 | $7,004+1.2% | $5,645+25.5% | $11,431-38.0% |