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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 | $58,933 | $75,959-22.4% | $154,114-61.8% | $64,181-8.2% |
| Participation rate | 55.6% | 70.4%-14.9pp | 83.0%-27.5pp | 69.6%-14.0pp |
| Annual return | -3.22% | 30.32%-33.5pp | 735.16%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,016 | $3,175-36.5% | $5,081-60.3% | $3,470-41.9% |
| Admin fee / account holder | $301 | $5,589-94.6% | $13,411-97.8% | $4,887-93.8% |