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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 | $24,590 | $82,630-70.2% | $64,105-61.6% | $125,389-80.4% |
| Participation rate | 30.0% | 75.9%-45.9pp | 68.2%-38.2pp | 83.2%-53.2pp |
| Annual return | -1.69% | 1489.72%-1491.4pp | 791.24%-792.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $882 | $3,608-75.6% | $2,822-68.8% | $5,352-83.5% |
| Admin fee / account holder | $3,378 | $6,382-47.1% | $4,499-24.9% | $9,541-64.6% |