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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 | $26,176 | $127,387-79.5% | $115,038-77.2% | $125,389-79.1% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -2.00% | 31.28%-33.3pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,531 | $6,423-29.5% | $6,026-24.8% | $5,352-15.3% |
| Admin fee / account holder | $636 | $9,516-93.3% | $8,175-92.2% | $9,541-93.3% |