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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 | $82,312 | $167,352-50.8% | $143,788-42.8% | $134,509-38.8% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -17.94% | 0.47%-18.4pp | -0.03%-17.9pp | 418.13%-436.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,531 | $6,447-60.7% | $5,638-55.1% | $6,400-60.5% |
| Admin fee / account holder | $7,937 | $18,091-56.1% | $14,675-45.9% | $11,427-30.5% |