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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 | $45,746 | $82,678-44.7% | $125,391-63.5% | $68,490-33.2% |
| Participation rate | 35.5% | 75.1%-39.6pp | 82.4%-46.9pp | 67.9%-32.4pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,112 | $6,111-16.4% | $7,448-31.4% | $4,028+26.9% |
| Admin fee / account holder | $8,360 | $6,277+33.2% | $10,009-16.5% | $5,403+54.7% |