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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 | $53,843 | $64,719-16.8% | $112,249-52.0% | $68,486-21.4% |
| Participation rate | 47.0% | 67.2%-20.2pp | 75.1%-28.1pp | 67.9%-20.9pp |
| Annual return | -15.53% | -11.40%-4.1pp | 27.48%-43.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,082 | $3,565-41.6% | $4,729-56.0% | $4,028-48.3% |
| Admin fee / account holder | $969 | $5,232-81.5% | $6,412-84.9% | $5,404-82.1% |