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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 | $49,651 | $73,848-32.8% | $143,799-65.5% | $68,486-27.5% |
| Participation rate | 38.1% | 66.7%-28.6pp | 80.3%-42.2pp | 67.9%-29.8pp |
| Annual return | -16.97% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,624 | $3,385+7.1% | $5,638-35.7% | $4,028-10.0% |
| Admin fee / account holder | $445 | $5,755-92.3% | $14,677-97.0% | $5,404-91.8% |