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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 | $72,637 | $129,959-44.1% | $104,301-30.4% | $134,532-46.0% |
| Participation rate | 59.1% | 79.5%-20.4pp | 73.3%-14.2pp | 81.2%-22.1pp |
| Annual return | -12.49% | 42.04%-54.5pp | 24.61%-37.1pp | 418.27%-430.8pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,817 | $5,589-67.5% | $4,626-60.7% | $6,401-71.6% |
| Admin fee / account holder | $2,255 | $9,325-75.8% | $7,340-69.3% | $11,429-80.3% |