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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 | $55,818 | $45,872+21.7% | $77,100-27.6% | $68,490-18.5% |
| Participation rate | 21.1% | 55.9%-34.9pp | 67.9%-46.9pp | 67.9%-46.8pp |
| Annual return | -15.09% | 1.73%-16.8pp | 42.35%-57.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $843 | $2,963-71.6% | $4,430-81.0% | $4,028-79.1% |
| Admin fee / account holder | $752 | $3,041-75.3% | $5,443-86.2% | $5,403-86.1% |