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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 | $18,202 | $27,632-34.1% | $61,452-70.4% | $68,486-73.4% |
| Participation rate | 17.5% | 39.5%-22.0pp | 52.6%-35.0pp | 67.9%-50.3pp |
| Annual return | -14.67% | -13.24%-1.4pp | 338.96%-353.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,367 | $1,264+8.2% | $2,125-35.6% | $4,028-66.1% |
| Admin fee / account holder | $10,486 | $2,010+421.6% | $2,131+392.1% | $5,404+94.0% |