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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 | $59,076 | $81,870-27.8% | $119,622-50.6% | $68,486-13.7% |
| Participation rate | 41.4% | 71.9%-30.5pp | 79.3%-37.9pp | 67.9%-26.5pp |
| Annual return | -14.14% | -23.82%+9.7pp | -14.98%+0.8pp | -7.85%-6.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,546 | $4,148-38.6% | $5,601-54.5% | $4,028-36.8% |
| Admin fee / account holder | $2,751 | $6,583-58.2% | $10,328-73.4% | $5,404-49.1% |