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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 | $41,193 | $107,809-61.8% | $90,657-54.6% | $135,380-69.6% |
| Participation rate | 58.3% | 78.0%-19.7pp | 74.0%-15.7pp | 82.6%-24.3pp |
| Annual return | -3.60% | -0.90%-2.7pp | 1.89%-5.5pp | 519.81%-523.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $502 | $3,872-87.0% | $3,424-85.4% | $5,609-91.1% |
| Admin fee / account holder | $1,181 | $5,931-80.1% | $4,994-76.4% | $10,828-89.1% |