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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 | $44,858 | $65,125-31.1% | $143,797-68.8% | $66,949-33.0% |
| Participation rate | 28.2% | 65.2%-37.0pp | 80.3%-52.2pp | 69.8%-41.7pp |
| Annual return | -15.08% | -11.13%-4.0pp | -0.04%-15.0pp | 1.57%-16.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,406 | $2,920-51.9% | $5,638-75.1% | $4,239-66.8% |
| Admin fee / account holder | $6,114 | $503+1116.2% | $14,679-58.4% | $594+929.9% |