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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 | $38,840 | $49,177-21.0% | $79,466-51.1% | $64,173-39.5% |
| Participation rate | 51.9% | 65.0%-13.2pp | 73.3%-21.5pp | 69.6%-17.7pp |
| Annual return | -2.62% | -1.16%-1.5pp | 718.28%-720.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,381 | $2,821-15.6% | $3,704-35.7% | $3,470-31.4% |
| Admin fee / account holder | $454 | $3,839-88.2% | $5,104-91.1% | $4,887-90.7% |