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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 | $62,813 | $82,678-24.0% | $125,391-49.9% | $68,490-8.3% |
| Participation rate | 48.8% | 75.1%-26.2pp | 82.4%-33.5pp | 67.9%-19.1pp |
| Annual return | -12.70% | -5.97%-6.7pp | 572.41%-585.1pp | -7.85%-4.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,909 | $6,111-36.0% | $7,448-47.5% | $4,028-2.9% |
| Admin fee / account holder | $403 | $6,277-93.6% | $10,009-96.0% | $5,403-92.5% |