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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 | $15,945 | $47,977-66.8% | $154,114-89.7% | $56,287-71.7% |
| Participation rate | 35.7% | 66.2%-30.5pp | 83.0%-47.4pp | 69.9%-34.2pp |
| Annual return | -1.68% | 3.54%-5.2pp | 735.16%-736.8pp | -9.96%+8.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,565 | $2,392-34.6% | $5,081-69.2% | $3,350-53.3% |
| Admin fee / account holder | $2,773 | $438+532.7% | $13,411-79.3% | $521+432.2% |