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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 | $80,982 | $133,981-39.6% | $112,249-27.9% | $134,532-39.8% |
| Participation rate | 36.8% | 78.6%-41.7pp | 75.1%-38.2pp | 81.2%-44.4pp |
| Annual return | -5.47% | 47.16%-52.6pp | 27.48%-33.0pp | 418.27%-423.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,766 | $5,292-28.8% | $4,729-20.4% | $6,401-41.2% |
| Admin fee / account holder | $35,320 | $7,492+371.4% | $6,412+450.8% | $11,429+209.0% |