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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 | $24,723 | $75,962-67.5% | $154,111-84.0% | $64,173-61.5% |
| Participation rate | 58.8% | 70.4%-11.6pp | 83.0%-24.2pp | 69.6%-10.7pp |
| Annual return | -6.77% | 30.32%-37.1pp | 735.18%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,369 | $3,175-56.9% | $5,081-73.1% | $3,470-60.5% |
| Admin fee / account holder | $715 | $5,589-87.2% | $13,411-94.7% | $4,887-85.4% |