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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 | $56,409 | $81,870-31.1% | $119,622-52.8% | $68,486-17.6% |
| Participation rate | 30.3% | 71.9%-41.6pp | 79.3%-49.0pp | 67.9%-37.6pp |
| Annual return | -13.80% | -23.82%+10.0pp | -14.98%+1.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,190 | $4,148-47.2% | $5,601-60.9% | $4,028-45.6% |
| Admin fee / account holder | $2,757 | $6,583-58.1% | $10,328-73.3% | $5,404-49.0% |