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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 | $46,139 | $140,592-67.2% | $123,105-62.5% | $125,389-63.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -2.09% | 16.80%-18.9pp | 13.22%-15.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,355 | $6,980-51.9% | $6,229-46.1% | $5,352-37.3% |
| Admin fee / account holder | $890 | $11,198-92.1% | $9,014-90.1% | $9,541-90.7% |