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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 | $15,594 | $39,798-60.8% | $67,711-77.0% | $59,632-73.8% |
| Participation rate | 33.7% | 57.4%-23.6pp | 67.5%-33.8pp | 68.7%-35.0pp |
| Annual return | -1.08% | 89.94%-91.0pp | 25.41%-26.5pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,707 | $2,335-26.9% | $3,585-52.4% | $3,192-46.5% |
| Admin fee / account holder | $4,315 | $3,212+34.4% | $4,255+1.4% | $4,297+0.4% |