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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 | $30,634 | $142,409-78.5% | $119,634-74.4% | $134,545-77.2% |
| Participation rate | 36.8% | 82.8%-46.0pp | 79.3%-42.4pp | 81.2%-44.4pp |
| Annual return | -16.88% | -12.46%-4.4pp | -14.98%-1.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,052 | $6,468-68.3% | $5,601-63.4% | $6,401-68.0% |
| Admin fee / account holder | $814 | $13,594-94.0% | $10,329-92.1% | $11,431-92.9% |