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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 | $20,220 | $105,867-80.9% | $90,760-77.7% | $134,532-85.0% |
| Participation rate | 20.0% | 78.3%-58.3pp | 75.7%-55.7pp | 81.2%-61.2pp |
| Annual return | -20.23% | -10.99%-9.2pp | -12.16%-8.1pp | 418.27%-438.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $350 | $13,936-97.5% | $8,444-95.9% | $11,429-96.9% |