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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 | $41,538 | $56,339-26.3% | $104,301-60.2% | $68,495-39.4% |
| Participation rate | 27.0% | 63.3%-36.3pp | 73.3%-46.3pp | 67.9%-40.9pp |
| Annual return | -19.03% | -9.19%-9.8pp | 24.61%-43.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,784 | $3,077-42.0% | $4,626-61.4% | $4,028-55.7% |
| Admin fee / account holder | $12,383 | $4,902+152.6% | $7,340+68.7% | $5,403+129.2% |