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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 | $45,606 | $43,730+4.3% | $121,220-62.4% | $64,173-28.9% |
| Participation rate | 17.6% | 58.3%-40.7pp | 71.8%-54.1pp | 69.6%-51.9pp |
| Annual return | -3.69% | 68.94%-72.6pp | 16.94%-20.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,213 | $2,281-46.8% | $3,345-63.7% | $3,470-65.0% |
| Admin fee / account holder | $7,526 | $3,502+114.9% | $5,021+49.9% | $4,887+54.0% |