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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 | $47,659 | $64,729-26.4% | $112,263-57.5% | $68,490-30.4% |
| Participation rate | 29.9% | 67.2%-37.3pp | 75.1%-45.2pp | 67.9%-38.0pp |
| Annual return | -14.26% | -11.40%-2.9pp | 27.49%-41.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,588 | $3,566-55.5% | $4,729-66.4% | $4,028-60.6% |
| Admin fee / account holder | $32,684 | $5,222+525.9% | $6,410+409.9% | $5,403+504.9% |