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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 | $25,576 | $82,324-68.9% | $68,803-62.8% | $134,545-81.0% |
| Participation rate | 55.0% | 75.1%-20.1pp | 69.0%-14.0pp | 81.2%-26.2pp |
| Annual return | -18.37% | -2.17%-16.2pp | -6.37%-12.0pp | 418.37%-436.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,645 | $4,740+82.4% | $3,942+119.3% | $6,401+35.1% |
| Admin fee / account holder | $3,265 | $6,485-49.6% | $4,936-33.8% | $11,431-71.4% |