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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 | $40,427 | $133,981-69.8% | $112,249-64.0% | $134,532-69.9% |
| Participation rate | 45.8% | 78.6%-32.7pp | 75.1%-29.2pp | 81.2%-35.4pp |
| Annual return | -15.01% | 47.16%-62.2pp | 27.48%-42.5pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,354 | $5,292-55.5% | $4,729-50.2% | $6,401-63.2% |
| Admin fee / account holder | $1,016 | $7,492-86.4% | $6,412-84.2% | $11,429-91.1% |