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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 | $43,008 | $71,873-40.2% | $86,698-50.4% | $68,490-37.2% |
| Participation rate | 60.0% | 72.2%-12.2pp | 76.6%-16.6pp | 67.9%-7.9pp |
| Annual return | -14.68% | 3.54%-18.2pp | 35.96%-50.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,178 | $3,779-42.4% | $4,656-53.2% | $4,028-45.9% |
| Admin fee / account holder | $17,046 | $6,110+179.0% | $7,492+127.5% | $5,403+215.5% |