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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 | $19,114 | $44,850-57.4% | $60,547-68.4% | $59,633-67.9% |
| Participation rate | 38.5% | 59.5%-21.0pp | 68.0%-29.5pp | 68.7%-30.2pp |
| Annual return | -1.61% | 1074.14%-1075.7pp | 335.64%-337.2pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,473 | $2,230-33.9% | $3,328-55.7% | $3,192-53.9% |
| Admin fee / account holder | $1,370 | $3,635-62.3% | $4,536-69.8% | $4,297-68.1% |