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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 | $27,949 | $100,805-72.3% | $86,698-67.8% | $134,532-79.2% |
| Participation rate | 12.5% | 79.0%-66.5pp | 76.6%-64.1pp | 81.2%-68.7pp |
| Annual return | -19.14% | 29.09%-48.2pp | 35.95%-55.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $344 | $10,925-96.9% | $7,493-95.4% | $11,429-97.0% |