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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 | $45,251 | $59,116-23.5% | $86,438-47.6% | $68,486-33.9% |
| Participation rate | 31.7% | 75.2%-43.5pp | 80.3%-48.6pp | 67.9%-36.2pp |
| Annual return | -18.68% | -0.23%-18.4pp | 4397.19%-4415.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,428 | $5,902-25.0% | $6,952-36.3% | $4,028+10.0% |
| Admin fee / account holder | $10,616 | $5,639+88.3% | $6,733+57.7% | $5,404+96.5% |