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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 | $19,733 | $82,678-76.1% | $125,391-84.3% | $68,490-71.2% |
| Participation rate | 57.9% | 75.1%-17.2pp | 82.4%-24.5pp | 67.9%-10.0pp |
| Annual return | -14.95% | -5.97%-9.0pp | 572.41%-587.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,303 | $6,111+19.5% | $7,448-2.0% | $4,028+81.3% |
| Admin fee / account holder | $1,817 | $6,277-71.1% | $10,009-81.8% | $5,403-66.4% |