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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 | $69,143 | $133,998-48.4% | $112,263-38.4% | $134,545-48.6% |
| Participation rate | 60.9% | 78.6%-17.7pp | 75.1%-14.2pp | 81.2%-20.4pp |
| Annual return | -19.23% | 47.17%-66.4pp | 27.49%-46.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,576 | $5,292-13.5% | $4,729-3.2% | $6,401-28.5% |
| Admin fee / account holder | $6,376 | $7,493-14.9% | $6,410-0.5% | $11,431-44.2% |