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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 | $54,222 | $142,392-61.9% | $119,622-54.7% | $134,532-59.7% |
| Participation rate | 59.1% | 82.8%-23.7pp | 79.3%-20.2pp | 81.2%-22.1pp |
| Annual return | -17.77% | -12.46%-5.3pp | -14.98%-2.8pp | 418.27%-436.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,017 | $6,467-53.3% | $5,601-46.1% | $6,401-52.9% |
| Admin fee / account holder | $1,109 | $13,593-91.8% | $10,328-89.3% | $11,429-90.3% |