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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 | $52,206 | $75,962-31.3% | $154,111-66.1% | $64,173-18.6% |
| Participation rate | 27.4% | 70.4%-43.0pp | 83.0%-55.6pp | 69.6%-42.2pp |
| Annual return | -6.63% | 30.32%-37.0pp | 735.18%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,021 | $3,175-4.8% | $5,081-40.5% | $3,470-12.9% |
| Admin fee / account holder | $3,821 | $5,589-31.6% | $13,411-71.5% | $4,887-21.8% |