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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 | $35,210 | $76,912-54.2% | $129,110-72.7% | $68,495-48.6% |
| Participation rate | 19.5% | 69.1%-49.6pp | 77.3%-57.7pp | 67.9%-48.4pp |
| Annual return | -15.43% | -9.78%-5.6pp | -10.94%-4.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,555 | $4,732-24.9% | $6,542-45.7% | $4,028-11.7% |
| Admin fee / account holder | $16,165 | $6,638+143.5% | $14,302+13.0% | $5,403+199.2% |