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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 | $53,591 | $158,852-66.3% | $121,220-55.8% | $135,379-60.4% |
| Participation rate | 22.7% | 79.3%-56.6pp | 71.8%-49.0pp | 82.6%-59.9pp |
| Annual return | -8.68% | -0.64%-8.0pp | 16.94%-25.6pp | 519.79%-528.5pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,634 | $4,006-59.2% | $3,345-51.2% | $5,609-70.9% |
| Admin fee / account holder | $5,085 | $6,515-22.0% | $5,021+1.3% | $10,828-53.0% |