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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 | $26,106 | $95,188-72.6% | $76,518-65.9% | $135,380-80.7% |
| Participation rate | 56.5% | 74.4%-17.9pp | 68.0%-11.5pp | 82.6%-26.1pp |
| Annual return | -6.85% | 4.85%-11.7pp | -0.27%-6.6pp | 519.81%-526.7pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,784 | $4,640-61.5% | $3,836-53.5% | $5,609-68.2% |
| Admin fee / account holder | $1,923 | $6,249-69.2% | $4,849-60.3% | $10,828-82.2% |