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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 | $15,534 | $97,020-84.0% | $83,322-81.4% | $135,379-88.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -5.73% | 12.31%-18.0pp | 10.64%-16.4pp | 519.79%-525.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,911 | $5,964-68.0% | $5,565-65.7% | $5,609-65.9% |
| Admin fee / account holder | $33,571 | $8,426+298.4% | $7,540+345.2% | $10,828+210.0% |