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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 | $23,932 | $57,350-58.3% | $83,850-71.5% | $64,181-62.7% |
| Participation rate | 56.0% | 68.6%-12.6pp | 76.1%-20.1pp | 69.6%-13.6pp |
| Annual return | -5.49% | 11.38%-16.9pp | 850.92%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,808 | $2,993-39.6% | $4,082-55.7% | $3,470-47.9% |
| Admin fee / account holder | $400 | $4,046-90.1% | $5,478-92.7% | $4,887-91.8% |