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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 | $44,020 | $85,790-48.7% | $67,313-34.6% | $135,380-67.5% |
| Participation rate | 35.3% | 76.5%-41.2pp | 69.1%-33.8pp | 82.6%-47.3pp |
| Annual return | -6.39% | -0.54%-5.9pp | -4.08%-2.3pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,122 | $4,651-54.4% | $3,568-40.5% | $5,609-62.2% |
| Admin fee / account holder | $501 | $6,392-92.2% | $4,507-88.9% | $10,828-95.4% |