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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 | $31,644 | $69,012-54.1% | $160,009-80.2% | $68,486-53.8% |
| Participation rate | 59.7% | 65.4%-5.7pp | 78.0%-18.2pp | 67.9%-8.2pp |
| Annual return | -12.50% | -9.65%-2.9pp | 408.85%-421.3pp | -7.85%-4.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,644 | $4,212-61.0% | $6,183-73.4% | $4,028-59.2% |
| Admin fee / account holder | $887 | $4,798-81.5% | $8,715-89.8% | $5,404-83.6% |