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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 | $124,648 | $167,323-25.5% | $143,770-13.3% | $134,493-7.3% |
| Participation rate | 35.0% | 84.8%-49.8pp | 80.3%-45.3pp | 81.2%-46.2pp |
| Annual return | -16.65% | 0.47%-17.1pp | -0.04%-16.6pp | 418.01%-434.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,340 | $6,446-48.2% | $5,638-40.8% | $6,400-47.8% |
| Admin fee / account holder | $3,826 | $18,088-78.8% | $14,673-73.9% | $11,425-66.5% |