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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 | $65,511 | $73,848-11.3% | $143,799-54.4% | $68,486-4.3% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -11.04% | 0.91%-11.9pp | -0.04%-11.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,757 | $3,385+40.5% | $5,638-15.6% | $4,028+18.1% |
| Admin fee / account holder | $27,435 | $5,755+376.7% | $14,677+86.9% | $5,404+407.7% |