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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 | $20,440 | $58,587-65.1% | $83,322-75.5% | $64,173-68.1% |
| Participation rate | 50.0% | 72.0%-22.0pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -4.57% | 9.65%-14.2pp | 10.64%-15.2pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,713 | $4,654+1.3% | $5,565-15.3% | $3,470+35.8% |
| Admin fee / account holder | $2,482 | $9,279-73.2% | $7,540-67.1% | $4,887-49.2% |