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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 | $25,733 | $82,288-68.7% | $68,794-62.6% | $134,509-80.9% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.0%-5.4pp | 81.2%-17.6pp |
| Annual return | -13.22% | -2.19%-11.0pp | -6.37%-6.8pp | 418.13%-431.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,937 | $4,738-38.0% | $3,941-25.5% | $6,400-54.1% |
| Admin fee / account holder | $869 | $6,482-86.6% | $4,934-82.4% | $11,427-92.4% |