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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 | $53,153 | $57,352-7.3% | $83,830-36.6% | $64,173-17.2% |
| Participation rate | 61.3% | 68.6%-7.3pp | 76.1%-14.9pp | 69.6%-8.3pp |
| Annual return | -5.86% | 11.38%-17.2pp | 850.97%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,174 | $2,993-27.4% | $4,082-46.8% | $3,470-37.4% |
| Admin fee / account holder | $784 | $4,046-80.6% | $5,479-85.7% | $4,887-84.0% |