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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 | $61,811 | $95,917-35.6% | $79,583-22.3% | $134,545-54.1% |
| Participation rate | 45.8% | 75.0%-29.2pp | 69.5%-23.7pp | 81.2%-35.4pp |
| Annual return | -14.03% | -2.70%-11.3pp | 0.16%-14.2pp | 418.37%-432.4pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,432 | $4,694-48.2% | $3,986-39.0% | $6,401-62.0% |
| Admin fee / account holder | $41,926 | $9,132+359.1% | $6,835+513.4% | $11,431+266.8% |