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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 | $47,211 | $87,544-46.1% | $75,784-37.7% | $125,388-62.3% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -2.53% | 13.49%-16.0pp | 9.68%-12.2pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,723 | $4,229+82.6% | $3,652+111.5% | $5,352+44.3% |
| Admin fee / account holder | $5,735 | $6,502-11.8% | $5,300+8.2% | $9,541-39.9% |