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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 | $95,154 | $113,941-16.5% | $94,229+1.0% | $125,389-24.1% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -2.90% | 5.29%-8.2pp | 10.68%-13.6pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,009 | $5,179-41.9% | $4,320-30.4% | $5,352-43.8% |
| Admin fee / account holder | $933 | $8,392-88.9% | $6,269-85.1% | $9,541-90.2% |