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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 | $51,450 | $113,941-54.8% | $94,229-45.4% | $125,389-59.0% |
| Participation rate | 26.7% | 82.9%-56.2pp | 78.8%-52.1pp | 83.2%-56.5pp |
| Annual return | -2.36% | 5.29%-7.6pp | 10.68%-13.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $730 | $8,392-91.3% | $6,269-88.4% | $9,541-92.4% |