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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 | $44,944 | $211,946-78.8% | $169,452-73.5% | $135,380-66.8% |
| Participation rate | 41.7% | 82.6%-41.0pp | 77.8%-36.1pp | 82.6%-41.0pp |
| Annual return | -5.70% | 3.26%-9.0pp | 1.83%-7.5pp | 519.81%-525.5pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,844 | $6,075-69.7% | $5,277-65.1% | $5,609-67.1% |
| Admin fee / account holder | $3,038 | $11,472-73.5% | $9,110-66.6% | $10,828-71.9% |