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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 | $53,822 | $73,839-27.1% | $143,788-62.6% | $68,495-21.4% |
| Participation rate | 56.4% | 66.7%-10.3pp | 80.3%-23.9pp | 67.9%-11.5pp |
| Annual return | -15.15% | 1.01%-16.2pp | -0.03%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,909 | $3,384+15.5% | $5,638-30.7% | $4,028-2.9% |
| Admin fee / account holder | $10,013 | $5,755+74.0% | $14,675-31.8% | $5,403+85.3% |