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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 | $34,578 | $133,998-74.2% | $112,263-69.2% | $134,545-74.3% |
| Participation rate | 30.4% | 78.6%-48.1pp | 75.1%-44.6pp | 81.2%-50.8pp |
| Annual return | -17.84% | 47.17%-65.0pp | 27.49%-45.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,368 | $5,292-55.2% | $4,729-49.9% | $6,401-63.0% |
| Admin fee / account holder | $17,216 | $7,493+129.8% | $6,410+168.6% | $11,431+50.6% |