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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 | $52,159 | $158,817-67.2% | $121,205-57.0% | $135,377-61.5% |
| Participation rate | 45.5% | 79.3%-33.8pp | 71.8%-26.3pp | 82.6%-37.2pp |
| Annual return | -4.39% | -0.64%-3.8pp | 16.93%-21.3pp | 519.75%-524.1pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,012 | $4,005-74.7% | $3,345-69.7% | $5,609-82.0% |
| Admin fee / account holder | $9,246 | $6,512+42.0% | $5,020+84.2% | $10,828-14.6% |