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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 | $43,263 | $167,353-74.1% | $143,797-69.9% | $134,545-67.8% |
| Participation rate | 35.7% | 84.8%-49.1pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | -15.78% | 0.48%-16.3pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,687 | $6,447-58.3% | $5,638-52.3% | $6,401-58.0% |
| Admin fee / account holder | $339 | $18,096-98.1% | $14,679-97.7% | $11,431-97.0% |