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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 | $55,020 | $82,674-33.5% | $125,381-56.1% | $68,486-19.7% |
| Participation rate | 24.2% | 75.1%-50.8pp | 82.4%-58.1pp | 67.9%-43.7pp |
| Annual return | -16.14% | -5.97%-10.2pp | 572.31%-588.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,218 | $6,111-31.0% | $7,448-43.4% | $4,028+4.7% |
| Admin fee / account holder | $12,223 | $6,277+94.7% | $10,007+22.1% | $5,404+126.2% |