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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 | $43,349 | $53,546-19.0% | $69,890-38.0% | $68,490-36.7% |
| Participation rate | 24.4% | 64.5%-40.1pp | 70.5%-46.1pp | 67.9%-43.5pp |
| Annual return | -16.62% | -13.87%-2.8pp | 190.84%-207.5pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,380 | $2,957-53.3% | $3,848-64.1% | $4,028-65.7% |
| Admin fee / account holder | $6,688 | $4,693+42.5% | $6,267+6.7% | $5,403+23.8% |