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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 | $14,889 | $54,370-72.6% | $82,763-82.0% | $68,490-78.3% |
| Participation rate | 29.3% | 63.9%-34.7pp | 72.6%-43.3pp | 67.9%-38.6pp |
| Annual return | -4.00% | -13.67%+9.7pp | 702.45%-706.4pp | -7.85%+3.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,137 | $3,247-65.0% | $4,395-74.1% | $4,028-71.8% |
| Admin fee / account holder | $2,077 | $4,398-52.8% | $5,325-61.0% | $5,403-61.6% |