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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 | $32,341 | $54,357-40.5% | $82,706-60.9% | $68,495-52.8% |
| Participation rate | 19.6% | 63.9%-44.3pp | 72.6%-52.9pp | 67.9%-48.3pp |
| Annual return | -17.23% | -13.67%-3.6pp | 701.76%-719.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,124 | $3,246-65.4% | $4,394-74.4% | $4,028-72.1% |
| Admin fee / account holder | $9,557 | $4,396+117.4% | $5,329+79.4% | $5,403+76.9% |