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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 | $39,363 | $69,012-43.0% | $160,009-75.4% | $68,486-42.5% |
| Participation rate | 58.2% | 65.4%-7.2pp | 78.0%-19.8pp | 67.9%-9.7pp |
| Annual return | -10.83% | -9.65%-1.2pp | 408.85%-419.7pp | -7.85%-3.0pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,352 | $4,212+27.1% | $6,183-13.4% | $4,028+32.9% |
| Admin fee / account holder | $26,203 | $4,798+446.1% | $8,715+200.7% | $5,404+384.9% |