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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 | $41,295 | $67,396-38.7% | $60,919-32.2% | $134,545-69.3% |
| Participation rate | 68.8% | 76.2%-7.4pp | 73.1%-4.4pp | 81.2%-12.5pp |
| Annual return | -6.21% | 50.12%-56.3pp | 16.96%-23.2pp | 418.37%-424.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,375 | $4,534-69.7% | $3,814-63.9% | $6,401-78.5% |
| Admin fee / account holder | $4,847 | $4,590+5.6% | $3,228+50.2% | $11,431-57.6% |