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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 | $47,079 | $142,361-66.9% | $119,608-60.6% | $134,509-65.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.30% | -12.46%-5.8pp | -14.98%-3.3pp | 418.13%-436.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,303 | $6,468-2.6% | $5,601+12.5% | $6,400-1.5% |
| Admin fee / account holder | $1,085 | $13,588-92.0% | $10,326-89.5% | $11,427-90.5% |