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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 | $42,543 | $82,324-48.3% | $68,803-38.2% | $134,545-68.4% |
| Participation rate | 27.3% | 75.1%-47.8pp | 69.0%-41.7pp | 81.2%-54.0pp |
| Annual return | -12.09% | -2.17%-9.9pp | -6.37%-5.7pp | 418.37%-430.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,074 | $4,740-77.3% | $3,942-72.7% | $6,401-83.2% |
| Admin fee / account holder | $1,048 | $6,485-83.8% | $4,936-78.8% | $11,431-90.8% |