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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 | $13,556 | $117,777-88.5% | $71,778-81.1% | $134,545-89.9% |
| Participation rate | 52.2% | 68.9%-16.7pp | 62.3%-10.2pp | 81.2%-29.1pp |
| Annual return | -20.74% | 25.46%-46.2pp | 9.15%-29.9pp | 418.37%-439.1pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,753 | $3,756-53.3% | $2,656-34.0% | $6,401-72.6% |
| Admin fee / account holder | $375 | $6,379-94.1% | $3,974-90.6% | $11,431-96.7% |