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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 | $28,090 | $97,020-71.0% | $83,322-66.3% | $135,379-79.3% |
| Participation rate | 42.9% | 80.4%-37.6pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -8.89% | 12.31%-21.2pp | 10.64%-19.5pp | 519.79%-528.7pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,519 | $5,964-57.8% | $5,565-54.7% | $5,609-55.1% |
| Admin fee / account holder | $442 | $8,426-94.8% | $7,540-94.1% | $10,828-95.9% |