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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 | $48,321 | $57,352-15.7% | $83,830-42.4% | $64,173-24.7% |
| Participation rate | 59.6% | 68.6%-9.0pp | 76.1%-16.6pp | 69.6%-10.0pp |
| Annual return | -6.85% | 11.38%-18.2pp | 850.97%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,462 | $2,993-51.1% | $4,082-64.2% | $3,470-57.9% |
| Admin fee / account holder | $2,190 | $4,046-45.9% | $5,479-60.0% | $4,887-55.2% |