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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 | $50,397 | $97,881-48.5% | $80,004-37.0% | $125,389-59.8% |
| Participation rate | 30.0% | 77.9%-47.9pp | 73.0%-43.0pp | 83.2%-53.2pp |
| Annual return | -2.81% | 9.36%-12.2pp | 7.63%-10.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $812 | $3,744-78.3% | $3,204-74.6% | $5,352-84.8% |
| Admin fee / account holder | $699 | $6,278-88.9% | $5,033-86.1% | $9,541-92.7% |