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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 | $82,288-48.3% | $68,790-38.2% | $134,493-68.4% |
| Participation rate | 27.3% | 75.1%-47.8pp | 69.0%-41.8pp | 81.2%-54.0pp |
| Annual return | -12.09% | -2.19%-9.9pp | -6.38%-5.7pp | 418.01%-430.1pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,074 | $4,738-77.3% | $3,941-72.7% | $6,400-83.2% |
| Admin fee / account holder | $1,048 | $6,482-83.8% | $4,934-78.8% | $11,425-90.8% |