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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 | $40,375 | $54,370-25.7% | $82,763-51.2% | $68,490-41.1% |
| Participation rate | 57.6% | 63.9%-6.4pp | 72.6%-15.0pp | 67.9%-10.3pp |
| Annual return | -13.17% | -13.67%+0.5pp | 702.45%-715.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,177 | $3,247-63.7% | $4,395-73.2% | $4,028-70.8% |
| Admin fee / account holder | $1,534 | $4,398-65.1% | $5,325-71.2% | $5,403-71.6% |