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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 | $46,186 | $158,852-70.9% | $121,220-61.9% | $135,379-65.9% |
| Participation rate | 28.6% | 79.3%-50.7pp | 71.8%-43.2pp | 82.6%-54.1pp |
| Annual return | -5.80% | -0.64%-5.2pp | 16.94%-22.7pp | 519.79%-525.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,558 | $4,006-61.1% | $3,345-53.4% | $5,609-72.2% |
| Admin fee / account holder | $26,222 | $6,515+302.5% | $5,021+422.3% | $10,828+142.2% |