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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 | $114,613 | $211,946-45.9% | $169,452-32.4% | $135,379-15.3% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -4.50% | 3.26%-7.8pp | 1.83%-6.3pp | 519.79%-524.3pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,278 | $6,075-46.0% | $5,277-37.9% | $5,609-41.6% |
| Admin fee / account holder | $926 | $11,472-91.9% | $9,110-89.8% | $10,828-91.4% |