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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 | $56,983 | $82,674-31.1% | $125,381-54.6% | $68,486-16.8% |
| Participation rate | 26.0% | 75.1%-49.1pp | 82.4%-56.4pp | 67.9%-41.9pp |
| Annual return | -18.19% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,832 | $6,111-20.9% | $7,448-35.1% | $4,028+20.0% |
| Admin fee / account holder | $21,151 | $6,277+237.0% | $10,007+111.4% | $5,404+291.4% |