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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 | $31,199 | $73,863-57.8% | $143,797-78.3% | $68,490-54.4% |
| Participation rate | 46.3% | 66.7%-20.4pp | 80.3%-34.0pp | 67.9%-21.6pp |
| Annual return | -18.12% | 0.91%-19.0pp | -0.04%-18.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,894 | $3,385-14.5% | $5,638-48.7% | $4,028-28.2% |
| Admin fee / account holder | $21,360 | $5,756+271.1% | $14,679+45.5% | $5,403+295.3% |