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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 | $41,803 | $167,533-75.0% | $151,645-72.4% | $134,545-68.9% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -17.45% | 7.81%-25.3pp | 3.34%-20.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,838 | $8,985-57.3% | $8,363-54.1% | $6,401-40.0% |
| Admin fee / account holder | $2,851 | $13,781-79.3% | $11,614-75.5% | $11,431-75.1% |