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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 | $83,534 | $82,674+1.0% | $125,381-33.4% | $68,486+22.0% |
| Participation rate | 27.5% | 75.1%-47.6pp | 82.4%-54.9pp | 67.9%-40.4pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.31%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,313 | $6,111-45.8% | $7,448-55.5% | $4,028-17.7% |
| Admin fee / account holder | $3,763 | $6,277-40.1% | $10,007-62.4% | $5,404-30.4% |