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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 | $41,898 | $82,678-49.3% | $125,391-66.6% | $68,490-38.8% |
| Participation rate | 48.4% | 75.1%-26.7pp | 82.4%-34.0pp | 67.9%-19.5pp |
| Annual return | -12.19% | -5.97%-6.2pp | 572.41%-584.6pp | -7.85%-4.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,034 | $6,111-17.6% | $7,448-32.4% | $4,028+25.0% |
| Admin fee / account holder | $1,992 | $6,277-68.3% | $10,009-80.1% | $5,403-63.1% |