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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 | $83,311 | $105,867-21.3% | $90,760-8.2% | $134,532-38.1% |
| Participation rate | 31.8% | 78.3%-46.4pp | 75.7%-43.9pp | 81.2%-49.4pp |
| Annual return | -13.54% | -10.99%-2.6pp | -12.16%-1.4pp | 418.27%-431.8pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,505 | $5,217-71.2% | $4,565-67.0% | $6,401-76.5% |
| Admin fee / account holder | $10,197 | $13,936-26.8% | $8,444+20.7% | $11,429-10.8% |