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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 | $87,330 | $113,941-23.4% | $94,229-7.3% | $125,389-30.4% |
| Participation rate | 63.2% | 82.9%-19.7pp | 78.8%-15.6pp | 83.2%-20.0pp |
| Annual return | -0.61% | 5.29%-5.9pp | 10.68%-11.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,445 | $5,179-33.5% | $4,320-20.3% | $5,352-35.6% |
| Admin fee / account holder | $43,916 | $8,392+423.3% | $6,269+600.5% | $9,541+360.3% |