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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 | $61,959 | $42,909+44.4% | $60,906+1.7% | $68,486-9.5% |
| Participation rate | 11.1% | 66.8%-55.7pp | 73.1%-62.0pp | 67.9%-56.8pp |
| Annual return | -18.56% | -13.99%-4.6pp | 16.94%-35.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,086 | $2,866-62.1% | $3,814-71.5% | $4,028-73.0% |
| Admin fee / account holder | $13,962 | $3,104+349.8% | $3,227+332.7% | $5,404+158.4% |