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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 | $26,842 | $69,541-61.4% | $59,899-55.2% | $135,380-80.2% |
| Participation rate | 31.3% | 77.8%-46.6pp | 74.7%-43.4pp | 82.6%-51.4pp |
| Annual return | -6.90% | 7.95%-14.8pp | 3.46%-10.4pp | 519.81%-526.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,150 | $4,206-72.7% | $3,402-66.2% | $5,609-79.5% |
| Admin fee / account holder | $2,870 | $5,737-50.0% | $3,592-20.1% | $10,828-73.5% |