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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 | $40,132 | $59,107-32.1% | $86,439-53.6% | $68,495-41.4% |
| Participation rate | 45.0% | 75.2%-30.2pp | 80.3%-35.3pp | 67.9%-22.9pp |
| Annual return | -6.25% | -0.23%-6.0pp | 4395.55%-4401.8pp | -7.84%+1.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,985 | $5,901+18.4% | $6,952+0.5% | $4,028+73.4% |
| Admin fee / account holder | $506 | $5,637-91.0% | $6,732-92.5% | $5,403-90.6% |