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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 | $10,811 | $54,355-80.1% | $82,744-86.9% | $68,486-84.2% |
| Participation rate | 14.3% | 63.9%-49.6pp | 72.6%-58.3pp | 67.9%-53.6pp |
| Annual return | -13.29% | -13.67%+0.4pp | 702.22%-715.5pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $897 | $3,246-72.4% | $4,395-79.6% | $4,028-77.7% |
| Admin fee / account holder | $11,309 | $4,397+157.2% | $5,325+112.4% | $5,404+109.3% |