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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 | $26,604 | $49,177-45.9% | $79,467-66.5% | $64,173-58.5% |
| Participation rate | 22.0% | 65.0%-43.0pp | 73.3%-51.3pp | 69.6%-47.5pp |
| Annual return | -7.23% | -1.16%-6.1pp | 718.30%-725.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $852 | $2,821-69.8% | $3,704-77.0% | $3,470-75.4% |
| Admin fee / account holder | $2,923 | $3,839-23.9% | $5,104-42.7% | $4,887-40.2% |