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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 | $36,297 | $92,219-60.6% | $76,766-52.7% | $135,382-73.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -6.43% | 5.46%-11.9pp | 2.43%-8.9pp | 519.77%-526.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,393 | $4,508+41.8% | $3,851+66.0% | $5,609+14.0% |
| Admin fee / account holder | $11,941 | $10,749+11.1% | $6,675+78.9% | $10,829+10.3% |