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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 | $16,237 | $75,828-78.6% | $147,617-89.0% | $59,632-72.8% |
| Participation rate | 33.8% | 71.6%-37.7pp | 84.6%-50.8pp | 68.7%-34.8pp |
| Annual return | -0.37% | 0.37%-0.7pp | 61.98%-62.4pp | 2041.32%-2041.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,078 | $3,130-65.5% | $4,895-78.0% | $3,192-66.2% |
| Admin fee / account holder | $5,695 | $5,985-4.8% | $11,611-51.0% | $4,297+32.5% |