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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 | $16,464 | $54,357-69.7% | $82,706-80.1% | $68,495-76.0% |
| Participation rate | 32.3% | 63.9%-31.7pp | 72.6%-40.3pp | 67.9%-35.6pp |
| Annual return | -5.58% | -13.67%+8.1pp | 701.76%-707.3pp | -7.84%+2.3pp |
| Employer contribution / active EE | $1,853 | $2,218-16.5% | $3,007-38.4% | $2,596-28.6% |
| Participant deferral / active EE | $2,257 | $3,246-30.5% | $4,394-48.6% | $4,028-44.0% |
| Admin fee / account holder | $11,807 | $4,396+168.6% | $5,329+121.6% | $5,403+118.5% |