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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 | $73,385 | $57,352+28.0% | $83,831-12.5% | $64,173+14.4% |
| Participation rate | 49.2% | 68.6%-19.4pp | 76.1%-27.0pp | 69.6%-20.4pp |
| Annual return | -5.20% | 11.38%-16.6pp | 850.99%-856.2pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,485 | $2,993-50.4% | $4,082-63.6% | $3,470-57.2% |
| Admin fee / account holder | $3,383 | $4,046-16.4% | $5,479-38.3% | $4,887-30.8% |