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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 | $48,271 | $142,361-66.1% | $119,608-59.6% | $134,509-64.1% |
| Participation rate | 36.8% | 82.8%-46.0pp | 79.3%-42.4pp | 81.2%-44.4pp |
| Annual return | -14.83% | -12.46%-2.4pp | -14.98%+0.2pp | 418.13%-433.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,144 | $6,468-51.4% | $5,601-43.9% | $6,400-50.9% |
| Admin fee / account holder | $2,435 | $13,588-82.1% | $10,326-76.4% | $11,427-78.7% |