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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 | $30,648 | $82,678-62.9% | $125,391-75.6% | $68,490-55.3% |
| Participation rate | 39.0% | 75.1%-36.0pp | 82.4%-43.4pp | 67.9%-28.9pp |
| Annual return | -17.22% | -5.97%-11.3pp | 572.41%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,620 | $6,111-57.1% | $7,448-64.8% | $4,028-34.9% |
| Admin fee / account holder | $5,324 | $6,277-15.2% | $10,009-46.8% | $5,403-1.5% |