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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 | $53,262 | $95,895-44.5% | $79,576-33.1% | $134,509-60.4% |
| Participation rate | 27.8% | 75.0%-47.3pp | 69.5%-41.7pp | 81.2%-53.5pp |
| Annual return | -18.85% | -2.72%-16.1pp | 0.15%-19.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,711 | $4,693-63.6% | $3,985-57.1% | $6,400-73.3% |
| Admin fee / account holder | $606 | $9,129-93.4% | $6,834-91.1% | $11,427-94.7% |