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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 | $24,823 | $75,962-67.3% | $154,111-83.9% | $64,173-61.3% |
| Participation rate | 11.6% | 70.4%-58.8pp | 83.0%-71.4pp | 69.6%-57.9pp |
| Annual return | -4.38% | 30.32%-34.7pp | 735.18%-739.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,243 | $3,175-60.8% | $5,081-75.5% | $3,470-64.2% |
| Admin fee / account holder | $11,314 | $5,589+102.4% | $13,411-15.6% | $4,887+131.5% |