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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 | $28,012 | $69,012-59.4% | $160,009-82.5% | $68,486-59.1% |
| Participation rate | 48.1% | 65.4%-17.3pp | 78.0%-29.8pp | 67.9%-19.7pp |
| Annual return | -16.47% | -9.65%-6.8pp | 408.85%-425.3pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,220 | $4,212-47.3% | $6,183-64.1% | $4,028-44.9% |
| Admin fee / account holder | $1,284 | $4,798-73.2% | $8,715-85.3% | $5,404-76.2% |