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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 | $43,596 | $100,805-56.8% | $86,698-49.7% | $134,532-67.6% |
| Participation rate | 33.3% | 79.0%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -13.37% | 29.09%-42.5pp | 35.95%-49.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,298 | $5,339-57.0% | $4,656-50.7% | $6,401-64.1% |
| Admin fee / account holder | $3,642 | $10,925-66.7% | $7,493-51.4% | $11,429-68.1% |