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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 | $28,118 | $95,975-70.7% | $74,552-62.3% | $135,382-79.2% |
| Participation rate | 61.9% | 75.7%-13.7pp | 69.1%-7.2pp | 82.6%-20.7pp |
| Annual return | -4.05% | 56.96%-61.0pp | 32.53%-36.6pp | 519.77%-523.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,767 | $3,844-28.0% | $3,108-11.0% | $5,609-50.7% |
| Admin fee / account holder | $9,341 | $6,522+43.2% | $5,060+84.6% | $10,829-13.7% |