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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 | $86,619 | $167,504-48.3% | $151,628-42.9% | $134,509-35.6% |
| Participation rate | 36.4% | 88.4%-52.0pp | 87.5%-51.1pp | 81.2%-44.9pp |
| Annual return | -18.30% | 7.81%-26.1pp | 3.34%-21.6pp | 418.13%-436.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,489 | $8,985-50.0% | $8,363-46.3% | $6,400-29.9% |
| Admin fee / account holder | $7,063 | $13,779-48.7% | $11,613-39.2% | $11,427-38.2% |