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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 | $51,698 | $43,730+18.2% | $121,208-57.3% | $64,181-19.4% |
| Participation rate | 15.4% | 58.3%-43.0pp | 71.8%-56.4pp | 69.6%-54.2pp |
| Annual return | -7.83% | 68.94%-76.8pp | 16.93%-24.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,349 | $2,281-40.9% | $3,345-59.7% | $3,470-61.1% |
| Admin fee / account holder | $3,257 | $3,502-7.0% | $5,020-35.1% | $4,887-33.4% |