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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 | $50,352 | $107,809-53.3% | $90,657-44.5% | $135,380-62.8% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.0%-31.2pp | 82.6%-39.8pp |
| Annual return | -7.56% | -0.90%-6.7pp | 1.89%-9.4pp | 519.81%-527.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $820 | $3,872-78.8% | $3,424-76.0% | $5,609-85.4% |
| Admin fee / account holder | $720 | $5,931-87.9% | $4,994-85.6% | $10,828-93.4% |