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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 | $49,329 | $85,790-42.5% | $67,313-26.7% | $135,380-63.6% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -8.98% | -0.54%-8.4pp | -4.08%-4.9pp | 519.81%-528.8pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,499 | $4,651-46.3% | $3,568-30.0% | $5,609-55.5% |
| Admin fee / account holder | $6,987 | $6,392+9.3% | $4,507+55.0% | $10,828-35.5% |