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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 | $127,871 | $100,811+26.8% | $86,698+47.5% | $134,545-5.0% |
| Participation rate | 40.0% | 79.0%-39.0pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -3.95% | 29.11%-33.1pp | 35.96%-39.9pp | 418.37%-422.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,761 | $5,339-29.6% | $4,656-19.2% | $6,401-41.2% |
| Admin fee / account holder | $5,094 | $10,926-53.4% | $7,492-32.0% | $11,431-55.4% |