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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 | $48,711 | $42,910+13.5% | $60,919-20.0% | $68,490-28.9% |
| Participation rate | 0.0% | 66.8%-66.8pp | 73.1%-73.1pp | 67.9%-67.9pp |
| Annual return | -15.57% | -13.99%-1.6pp | 16.96%-32.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,618 | $2,866+61.1% | $3,814+21.1% | $4,028+14.6% |
| Admin fee / account holder | $1,462 | $3,104-52.9% | $3,228-54.7% | $5,403-72.9% |