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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 | $97,128 | $73,863+31.5% | $143,797-32.5% | $68,490+41.8% |
| Participation rate | 43.9% | 66.7%-22.7pp | 80.3%-36.4pp | 67.9%-24.0pp |
| Annual return | -14.92% | 0.91%-15.8pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,688 | $3,385-20.6% | $5,638-52.3% | $4,028-33.3% |
| Admin fee / account holder | $2,447 | $5,756-57.5% | $14,679-83.3% | $5,403-54.7% |