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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 | $43,051 | $92,219-53.3% | $76,767-43.9% | $135,380-68.2% |
| Participation rate | 25.0% | 79.8%-54.8pp | 77.0%-52.0pp | 82.6%-57.6pp |
| Annual return | -4.24% | 5.46%-9.7pp | 2.43%-6.7pp | 519.81%-524.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,632 | $4,508-63.8% | $3,852-57.6% | $5,609-70.9% |
| Admin fee / account holder | $10,350 | $10,749-3.7% | $6,675+55.0% | $10,828-4.4% |