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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 | $45,965 | $85,790-46.4% | $67,313-31.7% | $135,382-66.0% |
| Participation rate | 28.6% | 76.5%-47.9pp | 69.1%-40.5pp | 82.6%-54.1pp |
| Annual return | -4.85% | -0.54%-4.3pp | -4.08%-0.8pp | 519.77%-524.6pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,301 | $4,651-72.0% | $3,568-63.5% | $5,609-76.8% |
| Admin fee / account holder | $3,216 | $6,392-49.7% | $4,507-28.6% | $10,829-70.3% |