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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 | $49,880 | $50,947-2.1% | $74,551-33.1% | $64,173-22.3% |
| Participation rate | 38.2% | 61.1%-22.8pp | 69.1%-30.9pp | 69.6%-31.3pp |
| Annual return | -6.55% | -1.85%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,551 | $2,302-32.6% | $3,108-50.1% | $3,470-55.3% |
| Admin fee / account holder | $1,917 | $4,221-54.6% | $5,059-62.1% | $4,887-60.8% |