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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 | $56,465 | $45,872+23.1% | $77,096-26.8% | $68,486-17.6% |
| Participation rate | 10.2% | 55.9%-45.7pp | 67.9%-57.7pp | 67.9%-57.7pp |
| Annual return | -17.41% | 1.73%-19.1pp | 42.35%-59.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,023 | $2,963-65.5% | $4,429-76.9% | $4,028-74.6% |
| Admin fee / account holder | $4,826 | $3,041+58.7% | $5,428-11.1% | $5,404-10.7% |