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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 | $47,730 | $72,404-34.1% | $110,243-56.7% | $64,173-25.6% |
| Participation rate | 10.9% | 73.3%-62.4pp | 79.8%-68.9pp | 69.6%-58.7pp |
| Annual return | -4.50% | -6.29%+1.8pp | 314.76%-319.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,553 | $3,469-26.4% | $4,672-45.4% | $3,470-26.4% |
| Admin fee / account holder | $9,911 | $5,664+75.0% | $8,548+16.0% | $4,887+102.8% |