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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 | $59,275 | $73,839-19.7% | $143,788-58.8% | $68,495-13.5% |
| Participation rate | 40.5% | 66.7%-26.2pp | 80.3%-39.8pp | 67.9%-27.4pp |
| Annual return | -17.04% | 1.01%-18.1pp | -0.03%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,688 | $3,384-50.1% | $5,638-70.1% | $4,028-58.1% |
| Admin fee / account holder | $8,637 | $5,755+50.1% | $14,675-41.1% | $5,403+59.8% |