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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 | $49,782 | $142,361-65.0% | $119,608-58.4% | $134,509-63.0% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -12.94% | -12.46%-0.5pp | -14.98%+2.0pp | 418.13%-431.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,612 | $6,468-28.7% | $5,601-17.7% | $6,400-27.9% |
| Admin fee / account holder | $37,195 | $13,588+173.7% | $10,326+260.2% | $11,427+225.5% |