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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 | $30,934 | $100,805-69.3% | $86,698-64.3% | $134,532-77.0% |
| Participation rate | 45.0% | 79.0%-34.0pp | 76.6%-31.6pp | 81.2%-36.2pp |
| Annual return | -16.48% | 29.09%-45.6pp | 35.95%-52.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,561 | $5,339-33.3% | $4,656-23.5% | $6,401-44.4% |
| Admin fee / account holder | $5,980 | $10,925-45.3% | $7,493-20.2% | $11,429-47.7% |