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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 | $12,374 | $54,355-77.2% | $82,744-85.0% | $68,486-81.9% |
| Participation rate | 38.5% | 63.9%-25.5pp | 72.6%-34.1pp | 67.9%-29.4pp |
| Annual return | -6.67% | -13.67%+7.0pp | 702.22%-708.9pp | -7.85%+1.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,402 | $3,246-56.8% | $4,395-68.1% | $4,028-65.2% |
| Admin fee / account holder | $79,806 | $4,397+1715.1% | $5,325+1398.8% | $5,404+1376.8% |