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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 | $50,551 | $50,947-0.8% | $74,551-32.2% | $64,173-21.2% |
| Participation rate | 15.3% | 61.1%-45.8pp | 69.1%-53.9pp | 69.6%-54.3pp |
| Annual return | -6.15% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,249 | $2,302-45.7% | $3,108-59.8% | $3,470-64.0% |
| Admin fee / account holder | $2,726 | $4,221-35.4% | $5,059-46.1% | $4,887-44.2% |