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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 | $25,298 | $82,674-69.4% | $125,363-79.8% | $68,495-63.1% |
| Participation rate | 38.9% | 75.0%-36.2pp | 82.4%-43.5pp | 67.9%-29.0pp |
| Annual return | -17.66% | -5.97%-11.7pp | 572.15%-589.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,943 | $6,111-35.5% | $7,447-47.1% | $4,028-2.1% |
| Admin fee / account holder | $1,672 | $6,276-73.4% | $10,005-83.3% | $5,403-69.1% |