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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 | $34,254 | $211,946-83.8% | $169,452-79.8% | $135,382-74.7% |
| Participation rate | 37.5% | 82.6%-45.1pp | 77.8%-40.3pp | 82.6%-45.1pp |
| Annual return | -6.04% | 3.26%-9.3pp | 1.83%-7.9pp | 519.77%-525.8pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,195 | $6,075-80.3% | $5,277-77.4% | $5,609-78.7% |
| Admin fee / account holder | $1,202 | $11,472-89.5% | $9,110-86.8% | $10,829-88.9% |