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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 | $45,869 | $107,809-57.5% | $90,657-49.4% | $135,380-66.1% |
| Participation rate | 46.7% | 78.0%-31.4pp | 74.0%-27.4pp | 82.6%-36.0pp |
| Annual return | -5.15% | -0.90%-4.3pp | 1.89%-7.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,193 | $3,872-69.2% | $3,424-65.2% | $5,609-78.7% |
| Admin fee / account holder | $4,849 | $5,931-18.2% | $4,994-2.9% | $10,828-55.2% |