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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 | $40,653 | $49,177-17.3% | $79,476-48.8% | $64,181-36.7% |
| Participation rate | 23.8% | 65.0%-41.2pp | 73.3%-49.5pp | 69.6%-45.8pp |
| Annual return | -4.93% | -1.16%-3.8pp | 718.21%-723.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,486 | $2,821-47.3% | $3,704-59.9% | $3,470-57.2% |
| Admin fee / account holder | $2,994 | $3,839-22.0% | $5,113-41.5% | $4,887-38.7% |