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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 | $41,316 | $72,404-42.9% | $110,241-62.5% | $64,181-35.6% |
| Participation rate | 12.0% | 73.3%-61.3pp | 79.8%-67.8pp | 69.6%-57.6pp |
| Annual return | -6.02% | -6.29%+0.3pp | 314.75%-320.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,687 | $3,469-51.4% | $4,672-63.9% | $3,470-51.4% |
| Admin fee / account holder | $3,774 | $5,664-33.4% | $8,548-55.8% | $4,887-22.8% |