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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 | $23,719 | $73,848-67.9% | $143,799-83.5% | $68,486-65.4% |
| Participation rate | 20.9% | 66.7%-45.7pp | 80.3%-59.4pp | 67.9%-47.0pp |
| Annual return | -12.54% | 0.91%-13.5pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,215 | $3,385-64.1% | $5,638-78.5% | $4,028-69.8% |
| Admin fee / account holder | $15,809 | $5,755+174.7% | $14,677+7.7% | $5,404+192.5% |