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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 | $46,520 | $46,689-0.4% | $117,498-60.4% | $68,495-32.1% |
| Participation rate | 38.0% | 56.8%-18.8pp | 70.6%-32.6pp | 67.9%-29.9pp |
| Annual return | -14.55% | -14.52%0pp | 29.75%-44.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $901 | $2,637-65.8% | $4,071-77.9% | $4,028-77.6% |
| Admin fee / account holder | $2,529 | $4,021-37.1% | $5,646-55.2% | $5,403-53.2% |