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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 | $52,311 | $59,186-11.6% | $76,768-31.9% | $56,287-7.1% |
| Participation rate | 52.3% | 75.2%-23.0pp | 77.0%-24.7pp | 69.9%-17.6pp |
| Annual return | -5.28% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,570 | $3,255-21.0% | $3,852-33.3% | $3,350-23.3% |
| Admin fee / account holder | $9,954 | $489+1935.1% | $6,675+49.1% | $521+1810.7% |