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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 | $32,599 | $82,674-60.6% | $125,363-74.0% | $68,495-52.4% |
| Participation rate | 43.3% | 75.0%-31.7pp | 82.4%-39.0pp | 67.9%-24.6pp |
| Annual return | -18.80% | -5.97%-12.8pp | 572.15%-591.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,277 | $6,111-46.4% | $7,447-56.0% | $4,028-18.6% |
| Admin fee / account holder | $1,750 | $6,276-72.1% | $10,005-82.5% | $5,403-67.6% |