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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 | $92,672 | $127,387-27.3% | $115,038-19.4% | $125,389-26.1% |
| Participation rate | 28.6% | 84.2%-55.6pp | 81.4%-52.8pp | 83.2%-54.6pp |
| Annual return | -2.38% | 31.28%-33.7pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,853 | $6,423-55.6% | $6,026-52.7% | $5,352-46.7% |
| Admin fee / account holder | $343 | $9,516-96.4% | $8,175-95.8% | $9,541-96.4% |