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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 | $94,958 | $92,219+3.0% | $76,767+23.7% | $135,380-29.9% |
| Participation rate | 60.9% | 79.8%-18.9pp | 77.0%-16.1pp | 82.6%-21.8pp |
| Annual return | -6.11% | 5.46%-11.6pp | 2.43%-8.5pp | 519.81%-525.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,949 | $4,508-34.6% | $3,852-23.4% | $5,609-47.4% |
| Admin fee / account holder | $431 | $10,749-96.0% | $6,675-93.5% | $10,828-96.0% |