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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 | $31,191 | $168,635-81.5% | $147,617-78.9% | $125,389-75.1% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -1.42% | 77.65%-79.1pp | 61.98%-63.4pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,785 | $5,507+23.2% | $4,895+38.6% | $5,352+26.8% |
| Admin fee / account holder | $26,885 | $13,580+98.0% | $11,612+131.5% | $9,541+181.8% |