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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 | $26,305 | $28,109-6.4% | $71,086-63.0% | $56,287-53.3% |
| Participation rate | 43.4% | 40.4%+3.0pp | 54.7%-11.3pp | 69.9%-26.5pp |
| Annual return | -5.01% | -615.05%+610.0pp | 650.59%-655.6pp | -9.96%+5.0pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,110 | $1,116-0.5% | $1,874-40.8% | $3,350-66.9% |
| Admin fee / account holder | $953 | $585+63.0% | $3,082-69.1% | $521+83.0% |