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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 | $79,655 | $134,001-40.6% | $112,258-29.0% | $134,509-40.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -20.16% | 47.15%-67.3pp | 27.47%-47.6pp | 418.13%-438.3pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,415 | $5,291-35.5% | $4,728-27.8% | $6,400-46.6% |
| Admin fee / account holder | $1,027 | $7,491-86.3% | $6,411-84.0% | $11,427-91.0% |