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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 | $54,408 | $92,219-41.0% | $76,767-29.1% | $135,380-59.8% |
| Participation rate | 57.9% | 79.8%-21.9pp | 77.0%-19.1pp | 82.6%-24.7pp |
| Annual return | -7.56% | 5.46%-13.0pp | 2.43%-10.0pp | 519.81%-527.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,223 | $4,508-28.5% | $3,852-16.3% | $5,609-42.5% |
| Admin fee / account holder | $2,182 | $10,749-79.7% | $6,675-67.3% | $10,828-79.8% |