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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 | $39,906 | $64,716-38.3% | $112,258-64.5% | $68,495-41.7% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | -14.63% | -11.40%-3.2pp | 27.47%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,823 | $3,565-48.9% | $4,728-61.4% | $4,028-54.7% |
| Admin fee / account holder | $1,215 | $5,232-76.8% | $6,411-81.0% | $5,403-77.5% |