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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 | $26,200 | $84,697-69.1% | $73,845-64.5% | $125,393-79.1% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -1.72% | 3123.66%-3125.4pp | 2267.91%-2269.6pp | 282.23%-284.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,359 | $3,993-40.9% | $3,583-34.2% | $5,351-55.9% |
| Admin fee / account holder | $3,699 | $5,692-35.0% | $4,881-24.2% | $9,541-61.2% |