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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 | $28,879 | $167,353-82.7% | $143,797-79.9% | $134,545-78.5% |
| Participation rate | 54.2% | 84.8%-30.7pp | 80.3%-26.2pp | 81.2%-27.1pp |
| Annual return | -18.72% | 0.48%-19.2pp | -0.04%-18.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,410 | $6,447-62.6% | $5,638-57.3% | $6,401-62.3% |
| Admin fee / account holder | $1,881 | $18,096-89.6% | $14,679-87.2% | $11,431-83.5% |