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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 | $23,903 | $54,370-56.0% | $82,763-71.1% | $68,490-65.1% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -17.05% | -13.67%-3.4pp | 702.45%-719.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,319 | $3,247+94.6% | $4,395+43.8% | $4,028+56.9% |
| Admin fee / account holder | $7,216 | $4,398+64.1% | $5,325+35.5% | $5,403+33.6% |