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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 | $52,370 | $92,219-43.2% | $76,767-31.8% | $135,380-61.3% |
| Participation rate | 47.4% | 79.8%-32.4pp | 77.0%-29.6pp | 82.6%-35.3pp |
| Annual return | -4.94% | 5.46%-10.4pp | 2.43%-7.4pp | 519.81%-524.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,052 | $4,508-54.5% | $3,852-46.7% | $5,609-63.4% |
| Admin fee / account holder | $18,715 | $10,749+74.1% | $6,675+180.4% | $10,828+72.8% |