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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 | $59,227 | $142,361-58.4% | $119,608-50.5% | $134,509-56.0% |
| Participation rate | 68.8% | 82.8%-14.1pp | 79.3%-10.5pp | 81.2%-12.5pp |
| Annual return | -16.64% | -12.46%-4.2pp | -14.98%-1.7pp | 418.13%-434.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,337 | $6,468-63.9% | $5,601-58.3% | $6,400-63.5% |
| Admin fee / account holder | $766 | $13,588-94.4% | $10,326-92.6% | $11,427-93.3% |