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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 | $62,148 | $75,962-18.2% | $154,108-59.7% | $64,173-3.2% |
| Participation rate | 29.5% | 70.4%-40.9pp | 83.0%-53.5pp | 69.6%-40.0pp |
| Annual return | -2.35% | 30.32%-32.7pp | 735.21%-737.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,742 | $3,175-13.6% | $5,081-46.0% | $3,470-21.0% |
| Admin fee / account holder | $972 | $5,589-82.6% | $13,411-92.8% | $4,887-80.1% |