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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 | $58,074 | $67,411-13.9% | $91,004-36.2% | $70,126-17.2% |
| Participation rate | 44.4% | 71.4%-26.9pp | 75.6%-31.2pp | 69.5%-25.1pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,933 | $2,823-31.5% | $3,548-45.5% | $3,332-42.0% |
| Admin fee / account holder | $10,378 | $4,236+145.0% | $5,417+91.6% | $4,645+123.4% |