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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 | $61,933 | $73,863-16.2% | $143,797-56.9% | $68,490-9.6% |
| Participation rate | 61.1% | 66.7%-5.6pp | 80.3%-19.2pp | 67.9%-6.8pp |
| Annual return | -15.90% | 0.91%-16.8pp | -0.04%-15.9pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,327 | $3,385-1.7% | $5,638-41.0% | $4,028-17.4% |
| Admin fee / account holder | $25,305 | $5,756+339.6% | $14,679+72.4% | $5,403+368.4% |