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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 | $26,084 | $75,962-65.7% | $154,111-83.1% | $64,173-59.4% |
| Participation rate | 42.9% | 70.4%-27.6pp | 83.0%-40.2pp | 69.6%-26.7pp |
| Annual return | -6.33% | 30.32%-36.7pp | 735.18%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,599 | $3,175-49.6% | $5,081-68.5% | $3,470-53.9% |
| Admin fee / account holder | $3,709 | $5,589-33.6% | $13,411-72.3% | $4,887-24.1% |