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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 | $87,503 | $95,975-8.8% | $74,549+17.4% | $135,379-35.4% |
| Participation rate | 25.0% | 75.7%-50.7pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | -7.55% | 56.96%-64.5pp | 32.53%-40.1pp | 519.79%-527.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,050 | $3,844-72.7% | $3,108-66.2% | $5,609-81.3% |
| Admin fee / account holder | $561 | $6,522-91.4% | $5,059-88.9% | $10,828-94.8% |