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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 | $33,962 | $69,012-50.8% | $160,009-78.8% | $68,486-50.4% |
| Participation rate | 50.8% | 65.4%-14.6pp | 78.0%-27.1pp | 67.9%-17.0pp |
| Annual return | -18.76% | -9.65%-9.1pp | 408.85%-427.6pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,595 | $4,212-38.4% | $6,183-58.0% | $4,028-35.6% |
| Admin fee / account holder | $7,399 | $4,798+54.2% | $8,715-15.1% | $5,404+36.9% |