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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 | $17,671 | $52,519-66.4% | $155,789-88.7% | $59,633-70.4% |
| Participation rate | 52.4% | 61.7%-9.3pp | 76.1%-23.7pp | 68.7%-16.3pp |
| Annual return | -0.32% | 53.51%-53.8pp | 71.54%-71.9pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,647 | $3,084-46.6% | $4,798-65.7% | $3,192-48.4% |
| Admin fee / account holder | $1,519 | $3,540-57.1% | $7,477-79.7% | $4,297-64.7% |