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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 | $50,668 | $86,701-41.6% | $73,309-30.9% | $125,389-59.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | -0.89% | 2.78%-3.7pp | 5.67%-6.6pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,388 | $5,549-20.9% | $4,991-12.1% | $5,352-18.0% |
| Admin fee / account holder | $4,763 | $7,768-38.7% | $5,635-15.5% | $9,541-50.1% |