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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 | $28,385 | $69,012-58.9% | $160,009-82.3% | $68,486-58.6% |
| Participation rate | 46.5% | 65.4%-18.9pp | 78.0%-31.5pp | 67.9%-21.4pp |
| Annual return | -18.17% | -9.65%-8.5pp | 408.85%-427.0pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,342 | $4,212+3.1% | $6,183-29.8% | $4,028+7.8% |
| Admin fee / account holder | $1,155 | $4,798-75.9% | $8,715-86.7% | $5,404-78.6% |