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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 | $68,849 | $129,960-47.0% | $104,299-34.0% | $134,545-48.8% |
| Participation rate | 54.5% | 79.5%-25.0pp | 73.3%-18.7pp | 81.2%-26.7pp |
| Annual return | -15.82% | 42.06%-57.9pp | 24.62%-40.4pp | 418.37%-434.2pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,844 | $5,589-31.2% | $4,626-16.9% | $6,401-40.0% |
| Admin fee / account holder | $11,573 | $9,324+24.1% | $7,339+57.7% | $11,431+1.2% |