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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 | $46,057 | $53,806-14.4% | $61,491-25.1% | $68,490-32.8% |
| Participation rate | 51.7% | 72.5%-20.7pp | 79.3%-27.6pp | 67.9%-16.2pp |
| Annual return | -14.48% | -15.68%+1.2pp | -12.98%-1.5pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $4,246-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,229 | $3,678-66.6% | $5,188-76.3% | $4,028-69.5% |
| Admin fee / account holder | $2,096 | $5,999-65.1% | $4,312-51.4% | $5,403-61.2% |