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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 | $29,030 | $75,962-61.8% | $154,108-81.2% | $64,173-54.8% |
| Participation rate | 51.1% | 70.4%-19.4pp | 83.0%-32.0pp | 69.6%-18.5pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,666 | $3,175-47.5% | $5,081-67.2% | $3,470-52.0% |
| Admin fee / account holder | $416 | $5,589-92.5% | $13,411-96.9% | $4,887-91.5% |