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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 | $56,226 | $133,981-58.0% | $112,249-49.9% | $134,532-58.2% |
| Participation rate | 41.2% | 78.6%-37.4pp | 75.1%-33.9pp | 81.2%-40.1pp |
| Annual return | -15.05% | 47.16%-62.2pp | 27.48%-42.5pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,891 | $5,292+30.2% | $4,729+45.7% | $6,401+7.7% |
| Admin fee / account holder | $875 | $7,492-88.3% | $6,412-86.3% | $11,429-92.3% |