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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 | $41,402 | $54,355-23.8% | $82,744-50.0% | $68,486-39.5% |
| Participation rate | 23.3% | 63.9%-40.6pp | 72.6%-49.2pp | 67.9%-44.6pp |
| Annual return | -10.70% | -13.67%+3.0pp | 702.22%-712.9pp | -7.85%-2.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $527 | $4,397-88.0% | $5,325-90.1% | $5,404-90.2% |