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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 | $61,111 | $73,863-17.3% | $143,797-57.5% | $68,490-10.8% |
| Participation rate | 16.9% | 66.7%-49.8pp | 80.3%-63.4pp | 67.9%-51.0pp |
| Annual return | -13.42% | 0.91%-14.3pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,372 | $3,385-59.5% | $5,638-75.7% | $4,028-65.9% |
| Admin fee / account holder | $1,776 | $5,756-69.1% | $14,679-87.9% | $5,403-67.1% |