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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 | $53,071 | $86,655-38.8% | $119,608-55.6% | $66,930-20.7% |
| Participation rate | 39.3% | 75.6%-36.2pp | 79.3%-39.9pp | 69.8%-30.5pp |
| Annual return | -15.94% | -8.00%-7.9pp | -14.98%-1.0pp | 1.57%-17.5pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,574 | $4,358-40.9% | $5,601-54.0% | $4,238-39.3% |
| Admin fee / account holder | $1,295 | $755+71.6% | $10,326-87.5% | $593+118.2% |