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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 | $34,862 | $54,355-35.9% | $82,744-57.9% | $68,486-49.1% |
| Participation rate | 52.0% | 63.9%-11.9pp | 72.6%-20.6pp | 67.9%-15.9pp |
| Annual return | -15.33% | -13.67%-1.7pp | 702.22%-717.6pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,686 | $3,246-48.1% | $4,395-61.6% | $4,028-58.1% |
| Admin fee / account holder | $4,258 | $4,397-3.2% | $5,325-20.0% | $5,404-21.2% |