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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 | $24,487 | $117,777-79.2% | $71,778-65.9% | $134,545-81.8% |
| Participation rate | 33.3% | 68.9%-35.6pp | 62.3%-29.0pp | 81.2%-47.9pp |
| Annual return | -12.59% | 25.46%-38.1pp | 9.15%-21.7pp | 418.37%-431.0pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,132 | $3,756-69.9% | $2,656-57.4% | $6,401-82.3% |
| Admin fee / account holder | $4,959 | $6,379-22.3% | $3,974+24.8% | $11,431-56.6% |