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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 | $58,246 | $167,362-65.2% | $143,799-59.5% | $134,532-56.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -9.11% | 0.47%-9.6pp | -0.04%-9.1pp | 418.27%-427.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,985 | $6,447-7.2% | $5,638+6.1% | $6,401-6.5% |
| Admin fee / account holder | $19,936 | $18,094+10.2% | $14,677+35.8% | $11,429+74.4% |