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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 | $42,375 | $72,404-41.5% | $110,241-61.6% | $64,181-34.0% |
| Participation rate | 31.1% | 73.3%-42.2pp | 79.8%-48.7pp | 69.6%-38.5pp |
| Annual return | -6.64% | -6.29%-0.3pp | 314.75%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,488 | $3,469-28.3% | $4,672-46.7% | $3,470-28.3% |
| Admin fee / account holder | $6,574 | $5,664+16.1% | $8,548-23.1% | $4,887+34.5% |