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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 | $55,352 | $75,962-27.1% | $154,111-64.1% | $64,173-13.7% |
| Participation rate | 9.8% | 70.4%-60.7pp | 83.0%-73.3pp | 69.6%-59.8pp |
| Annual return | -7.08% | 30.32%-37.4pp | 735.18%-742.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,325 | $3,175-58.3% | $5,081-73.9% | $3,470-61.8% |
| Admin fee / account holder | $792 | $5,589-85.8% | $13,411-94.1% | $4,887-83.8% |