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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 | $42,846 | $67,372-36.4% | $60,906-29.7% | $134,532-68.2% |
| Participation rate | 52.9% | 76.2%-23.2pp | 73.1%-20.2pp | 81.2%-28.3pp |
| Annual return | -17.50% | 50.05%-67.5pp | 16.94%-34.4pp | 418.27%-435.8pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,675 | $4,532-41.0% | $3,814-29.9% | $6,401-58.2% |
| Admin fee / account holder | $1,907 | $4,588-58.4% | $3,227-40.9% | $11,429-83.3% |