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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 | $37,097 | $105,867-65.0% | $90,760-59.1% | $134,532-72.4% |
| Participation rate | 61.5% | 78.3%-16.7pp | 75.7%-14.2pp | 81.2%-19.7pp |
| Annual return | -18.98% | -10.99%-8.0pp | -12.16%-6.8pp | 418.27%-437.2pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,313 | $5,217-55.7% | $4,565-49.3% | $6,401-63.9% |
| Admin fee / account holder | $1,084 | $13,936-92.2% | $8,444-87.2% | $11,429-90.5% |