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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 | $21,633 | $92,219-76.5% | $76,767-71.8% | $135,380-84.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -4.34% | 5.46%-9.8pp | 2.43%-6.8pp | 519.81%-524.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,558 | $4,508-65.4% | $3,852-59.5% | $5,609-72.2% |
| Admin fee / account holder | $12,322 | $10,749+14.6% | $6,675+84.6% | $10,828+13.8% |