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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 | $79,760 | $142,409-44.0% | $119,634-33.3% | $134,545-40.7% |
| Participation rate | 39.1% | 82.8%-43.7pp | 79.3%-40.1pp | 81.2%-42.1pp |
| Annual return | -12.92% | -12.46%-0.5pp | -14.98%+2.1pp | 418.37%-431.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,036 | $6,468-68.5% | $5,601-63.7% | $6,401-68.2% |
| Admin fee / account holder | $34,009 | $13,594+150.2% | $10,329+229.3% | $11,431+197.5% |