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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 | $46,201 | $97,020-52.4% | $83,327-44.6% | $135,380-65.9% |
| Participation rate | 43.8% | 80.4%-36.7pp | 77.8%-34.0pp | 82.6%-38.9pp |
| Annual return | -9.17% | 12.31%-21.5pp | 10.64%-19.8pp | 519.81%-529.0pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,172 | $5,964+20.3% | $5,565+28.9% | $5,609+27.9% |
| Admin fee / account holder | $7,582 | $8,426-10.0% | $7,540+0.5% | $10,828-30.0% |