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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 | $24,922 | $75,832-67.1% | $147,617-83.1% | $59,633-58.2% |
| Participation rate | 51.2% | 71.6%-20.3pp | 84.6%-33.4pp | 68.7%-17.5pp |
| Annual return | -2.15% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,654 | $3,131-47.2% | $4,895-66.2% | $3,192-48.2% |
| Admin fee / account holder | $798 | $5,986-86.7% | $11,612-93.1% | $4,297-81.4% |