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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 | $41,817 | $82,678-49.4% | $125,391-66.7% | $68,490-38.9% |
| Participation rate | 61.1% | 75.1%-14.0pp | 82.4%-21.3pp | 67.9%-6.8pp |
| Annual return | -18.48% | -5.97%-12.5pp | 572.41%-590.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,881 | $6,111+12.6% | $7,448-7.6% | $4,028+70.8% |
| Admin fee / account holder | $4,944 | $6,277-21.2% | $10,009-50.6% | $5,403-8.5% |