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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 | $69,394 | $92,219-24.8% | $76,766-9.6% | $135,382-48.7% |
| Participation rate | 39.1% | 79.8%-40.6pp | 77.0%-37.8pp | 82.6%-43.5pp |
| Annual return | -5.70% | 5.46%-11.2pp | 2.43%-8.1pp | 519.77%-525.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,277 | $4,508-27.3% | $3,851-14.9% | $5,609-41.6% |
| Admin fee / account holder | $21,594 | $10,749+100.9% | $6,675+223.5% | $10,829+99.4% |