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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 | $89,277 | $190,879-53.2% | $160,009-44.2% | $134,532-33.6% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.0%-42.7pp | 81.2%-45.9pp |
| Annual return | -13.93% | 552.63%-566.6pp | 408.85%-422.8pp | 418.27%-432.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,535 | $6,924-77.8% | $6,183-75.2% | $6,401-76.0% |
| Admin fee / account holder | $579 | $10,495-94.5% | $8,715-93.4% | $11,429-94.9% |