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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 | $50,980 | $69,012-26.1% | $160,009-68.1% | $68,486-25.6% |
| Participation rate | 32.0% | 65.4%-33.4pp | 78.0%-46.0pp | 67.9%-35.9pp |
| Annual return | -15.54% | -9.65%-5.9pp | 408.85%-424.4pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,194 | $4,212-47.9% | $6,183-64.5% | $4,028-45.5% |
| Admin fee / account holder | $3,650 | $4,798-23.9% | $8,715-58.1% | $5,404-32.5% |