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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 | $71,719 | $100,805-28.9% | $86,698-17.3% | $134,532-46.7% |
| Participation rate | 46.7% | 79.0%-32.3pp | 76.6%-29.9pp | 81.2%-34.6pp |
| Annual return | -17.88% | 29.09%-47.0pp | 35.95%-53.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,079 | $5,339-61.1% | $4,656-55.4% | $6,401-67.5% |
| Admin fee / account holder | $4,557 | $10,925-58.3% | $7,493-39.2% | $11,429-60.1% |