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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 | $43,558 | $82,678-47.3% | $125,391-65.3% | $68,490-36.4% |
| Participation rate | 26.3% | 75.1%-48.7pp | 82.4%-56.1pp | 67.9%-41.6pp |
| Annual return | -18.29% | -5.97%-12.3pp | 572.41%-590.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,381 | $6,111-44.7% | $7,448-54.6% | $4,028-16.1% |
| Admin fee / account holder | $1,376 | $6,277-78.1% | $10,009-86.3% | $5,403-74.5% |