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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 | $33,923 | $54,357-37.6% | $82,706-59.0% | $68,495-50.5% |
| Participation rate | 36.4% | 63.9%-27.6pp | 72.6%-36.2pp | 67.9%-31.5pp |
| Annual return | -15.84% | -13.67%-2.2pp | 701.76%-717.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,163 | $3,246-33.4% | $4,394-50.8% | $4,028-46.3% |
| Admin fee / account holder | $7,995 | $4,396+81.9% | $5,329+50.0% | $5,403+48.0% |