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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 | $44,032 | $82,288-46.5% | $68,790-36.0% | $134,493-67.3% |
| Participation rate | 26.7% | 75.1%-48.4pp | 69.0%-42.4pp | 81.2%-54.6pp |
| Annual return | -15.90% | -2.19%-13.7pp | -6.38%-9.5pp | 418.01%-433.9pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,249 | $4,738-73.7% | $3,941-68.3% | $6,400-80.5% |
| Admin fee / account holder | $943 | $6,482-85.4% | $4,934-80.9% | $11,425-91.7% |