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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 | $20,010 | $47,766-58.1% | $82,763-75.8% | $64,824-69.1% |
| Participation rate | 48.8% | 67.7%-18.9pp | 72.6%-23.8pp | 71.5%-22.7pp |
| Annual return | 0.00% | -13.06%+13.1pp | 702.45%-702.4pp | 32.84%-32.8pp |
| Employer contribution / active EE | $2,315 | $2,182+6.1% | $3,008-23.0% | $2,507-7.7% |
| Participant deferral / active EE | $1,790 | $3,332-46.3% | $4,395-59.3% | $4,311-58.5% |
| Admin fee / account holder | $460 | $143+221.4% | $5,325-91.4% | $188+144.6% |