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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 | $50,184 | $211,946-76.3% | $169,452-70.4% | $135,380-62.9% |
| Participation rate | 62.5% | 82.6%-20.1pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -7.51% | 3.26%-10.8pp | 1.83%-9.3pp | 519.81%-527.3pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,111 | $6,075-15.9% | $5,277-3.1% | $5,609-8.9% |
| Admin fee / account holder | $1,536 | $11,472-86.6% | $9,110-83.1% | $10,828-85.8% |