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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 | $20,686 | $53,236-61.1% | $86,233-76.0% | $103,975-80.1% |
| Participation rate | 2.6% | 34.4%-31.8pp | 69.0%-66.5pp | 72.5%-70.0pp |
| Annual return | 14.30% | 16.04%-1.7pp | 61.39%-47.1pp | 19.41%-5.1pp |
| Employer contribution / active EE | $0 | $1,362-100.0% | $2,504-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $132 | $2,309-94.3% | $4,559-97.1% | $5,343-97.5% |
| Admin fee / account holder | $4,737 | $2,172+118.1% | $8,342-43.2% | $332+1325.2% |