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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 | $20,212 | $99,032-79.6% | $80,022-74.7% | $135,380-85.1% |
| Participation rate | 27.3% | 78.4%-51.1pp | 75.8%-48.6pp | 82.6%-55.4pp |
| Annual return | -0.88% | 15.39%-16.3pp | 11.22%-12.1pp | 519.81%-520.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,762 | $4,282+11.2% | $3,686+29.2% | $5,609-15.1% |
| Admin fee / account holder | $25,709 | $10,436+146.3% | $6,521+294.2% | $10,828+137.4% |