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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 | $115,587 | $211,946-45.5% | $169,452-31.8% | $135,379-14.6% |
| Participation rate | 18.2% | 82.6%-64.5pp | 77.8%-59.6pp | 82.6%-64.5pp |
| Annual return | -7.18% | 3.26%-10.4pp | 1.83%-9.0pp | 519.79%-527.0pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,910 | $6,075-68.6% | $5,277-63.8% | $5,609-65.9% |
| Admin fee / account holder | $3,757 | $11,472-67.2% | $9,110-58.8% | $10,828-65.3% |