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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 | $51,849 | $75,962-31.7% | $154,108-66.4% | $64,173-19.2% |
| Participation rate | 36.5% | 70.4%-33.9pp | 83.0%-46.5pp | 69.6%-33.1pp |
| Annual return | -2.66% | 30.32%-33.0pp | 735.21%-737.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,249 | $3,175-60.7% | $5,081-75.4% | $3,470-64.0% |
| Admin fee / account holder | $545 | $5,589-90.3% | $13,411-95.9% | $4,887-88.9% |