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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 | $45,868 | $142,392-67.8% | $119,622-61.7% | $134,532-65.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -16.54% | -12.46%-4.1pp | -14.98%-1.6pp | 418.27%-434.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,392 | $6,467-47.6% | $5,601-39.4% | $6,401-47.0% |
| Admin fee / account holder | $6,065 | $13,593-55.4% | $10,328-41.3% | $11,429-46.9% |