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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 | $54,064 | $73,848-26.8% | $143,799-62.4% | $68,486-21.1% |
| Participation rate | 31.3% | 66.7%-35.4pp | 80.3%-49.1pp | 67.9%-36.6pp |
| Annual return | -16.14% | 0.91%-17.1pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,055 | $3,385-39.3% | $5,638-63.6% | $4,028-49.0% |
| Admin fee / account holder | $3,130 | $5,755-45.6% | $14,677-78.7% | $5,404-42.1% |