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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 | $17,002 | $27,632-38.5% | $61,399-72.3% | $68,495-75.2% |
| Participation rate | 25.4% | 39.5%-14.1pp | 52.6%-27.2pp | 67.9%-42.5pp |
| Annual return | -18.76% | -13.24%-5.5pp | 338.81%-357.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $445 | $696-36.0% | $1,159-61.6% | $2,596-82.9% |
| Participant deferral / active EE | $1,040 | $1,264-17.7% | $2,124-51.1% | $4,028-74.2% |
| Admin fee / account holder | $1,450 | $2,010-27.9% | $2,131-31.9% | $5,403-73.2% |