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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 | $32,843 | $75,962-56.8% | $154,108-78.7% | $64,173-48.8% |
| Participation rate | 42.9% | 70.4%-27.6pp | 83.0%-40.2pp | 69.6%-26.7pp |
| Annual return | -6.61% | 30.32%-36.9pp | 735.21%-741.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,241 | $3,175-60.9% | $5,081-75.6% | $3,470-64.2% |
| Admin fee / account holder | $2,735 | $5,589-51.1% | $13,411-79.6% | $4,887-44.0% |