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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 | $28,063 | $75,959-63.1% | $154,114-81.8% | $64,181-56.3% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | -5.00% | 30.32%-35.3pp | 735.16%-740.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,171 | $3,175-0.1% | $5,081-37.6% | $3,470-8.6% |
| Admin fee / account holder | $874 | $5,589-84.4% | $13,411-93.5% | $4,887-82.1% |