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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 | $28,628 | $73,863-61.2% | $143,797-80.1% | $68,490-58.2% |
| Participation rate | 61.4% | 66.7%-5.3pp | 80.3%-19.0pp | 67.9%-6.5pp |
| Annual return | -15.16% | 0.91%-16.1pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,579 | $3,385+35.3% | $5,638-18.8% | $4,028+13.7% |
| Admin fee / account holder | $12,197 | $5,756+111.9% | $14,679-16.9% | $5,403+125.7% |