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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 | $59,861 | $92,219-35.1% | $76,767-22.0% | $135,380-55.8% |
| Participation rate | 47.4% | 79.8%-32.4pp | 77.0%-29.6pp | 82.6%-35.3pp |
| Annual return | -2.07% | 5.46%-7.5pp | 2.43%-4.5pp | 519.81%-521.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,180 | $4,508-7.3% | $3,852+8.5% | $5,609-25.5% |
| Admin fee / account holder | $8,177 | $10,749-23.9% | $6,675+22.5% | $10,828-24.5% |