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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 | $23,941 | $69,012-65.3% | $160,009-85.0% | $68,486-65.0% |
| Participation rate | 53.1% | 65.4%-12.3pp | 78.0%-24.9pp | 67.9%-14.8pp |
| Annual return | -17.57% | -9.65%-7.9pp | 408.85%-426.4pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,753 | $4,212-34.6% | $6,183-55.5% | $4,028-31.6% |
| Admin fee / account holder | $3,119 | $4,798-35.0% | $8,715-64.2% | $5,404-42.3% |