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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 | $29,490 | $57,352-48.6% | $83,830-64.8% | $64,173-54.0% |
| Participation rate | 39.1% | 68.6%-29.5pp | 76.1%-37.1pp | 69.6%-30.5pp |
| Annual return | -7.67% | 11.38%-19.1pp | 850.97%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,597 | $2,993-46.7% | $4,082-60.9% | $3,470-54.0% |
| Admin fee / account holder | $8,128 | $4,046+100.9% | $5,479+48.4% | $4,887+66.3% |