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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 | $11,068 | $67,352-83.6% | $60,899-81.8% | $134,509-91.8% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.1%-58.8pp | 81.2%-66.9pp |
| Annual return | -16.53% | 49.99%-66.5pp | 16.92%-33.4pp | 418.13%-434.7pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,072 | $4,539-76.4% | $3,817-71.9% | $6,400-83.3% |
| Admin fee / account holder | $1,200 | $4,585-73.8% | $3,225-62.8% | $11,427-89.5% |