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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 | $65,748 | $69,012-4.7% | $160,037-58.9% | $68,490-4.0% |
| Participation rate | 35.2% | 65.4%-30.2pp | 78.0%-42.8pp | 67.9%-32.7pp |
| Annual return | -15.44% | -9.65%-5.8pp | 408.95%-424.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,443 | $4,212-65.7% | $6,184-76.7% | $4,028-64.2% |
| Admin fee / account holder | $5,068 | $4,798+5.6% | $8,716-41.9% | $5,403-6.2% |