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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 | $46,429 | $167,362-72.3% | $143,799-67.7% | $134,532-65.5% |
| Participation rate | 40.9% | 84.8%-43.9pp | 80.3%-39.4pp | 81.2%-40.3pp |
| Annual return | -10.84% | 0.47%-11.3pp | -0.04%-10.8pp | 418.27%-429.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,636 | $6,447-59.1% | $5,638-53.3% | $6,401-58.8% |
| Admin fee / account holder | $2,147 | $18,094-88.1% | $14,677-85.4% | $11,429-81.2% |