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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 | $44,021 | $43,730+0.7% | $121,220-63.7% | $64,173-31.4% |
| Participation rate | 23.3% | 58.3%-35.0pp | 71.8%-48.4pp | 69.6%-46.2pp |
| Annual return | -6.01% | 68.94%-75.0pp | 16.94%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,646 | $2,281-27.8% | $3,345-50.8% | $3,470-52.6% |
| Admin fee / account holder | $16,315 | $3,502+365.8% | $5,021+224.9% | $4,887+233.8% |