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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 | $47,195 | $49,177-4.0% | $79,466-40.6% | $64,173-26.5% |
| Participation rate | 27.3% | 65.0%-37.8pp | 73.3%-46.1pp | 69.6%-42.3pp |
| Annual return | -7.41% | -1.16%-6.3pp | 718.28%-725.7pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,079 | $2,821-26.3% | $3,704-43.9% | $3,470-40.1% |
| Admin fee / account holder | $8,941 | $3,839+132.9% | $5,104+75.2% | $4,887+83.0% |