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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 | $42,477 | $190,862-77.7% | $159,991-73.5% | $134,509-68.4% |
| Participation rate | 42.1% | 82.0%-39.8pp | 78.0%-35.9pp | 81.2%-39.1pp |
| Annual return | -13.30% | 552.59%-565.9pp | 408.82%-422.1pp | 418.13%-431.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,597 | $6,924-62.5% | $6,183-58.0% | $6,400-59.4% |
| Admin fee / account holder | $519 | $10,495-95.1% | $8,715-94.0% | $11,427-95.5% |