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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 | $21,744 | $93,117-76.6% | $77,096-71.8% | $134,532-83.8% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.4pp | 81.2%-25.7pp |
| Annual return | -17.03% | 62.67%-79.7pp | 42.35%-59.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,227 | $5,241-57.5% | $4,429-49.7% | $6,401-65.2% |
| Admin fee / account holder | $1,426 | $6,948-79.5% | $5,428-73.7% | $11,429-87.5% |