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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 | $29,842 | $167,362-82.2% | $143,799-79.2% | $134,532-77.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -1.07% | 0.47%-1.5pp | -0.04%-1.0pp | 418.27%-419.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,238 | $6,447-18.8% | $5,638-7.1% | $6,401-18.2% |
| Admin fee / account holder | $497 | $18,094-97.3% | $14,677-96.6% | $11,429-95.7% |