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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 | $34,290 | $112,300-69.5% | $90,223-62.0% | $125,389-72.7% |
| Participation rate | 54.2% | 82.9%-28.7pp | 79.0%-24.9pp | 83.2%-29.0pp |
| Annual return | -2.46% | -0.57%-1.9pp | 1.31%-3.8pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,031 | $6,733-55.0% | $5,792-47.7% | $5,352-43.4% |
| Admin fee / account holder | $4,221 | $10,990-61.6% | $7,406-43.0% | $9,541-55.8% |