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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 | $30,133 | $134,001-77.5% | $112,258-73.2% | $134,509-77.6% |
| Participation rate | 30.0% | 78.6%-48.6pp | 75.1%-45.1pp | 81.2%-51.2pp |
| Annual return | -10.59% | 47.15%-57.7pp | 27.47%-38.1pp | 418.13%-428.7pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,141 | $5,291-59.5% | $4,728-54.7% | $6,400-66.6% |
| Admin fee / account holder | $908 | $7,491-87.9% | $6,411-85.8% | $11,427-92.1% |