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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 | $63,268 | $44,850+41.1% | $60,547+4.5% | $59,633+6.1% |
| Participation rate | 39.1% | 59.5%-20.3pp | 68.0%-28.8pp | 68.7%-29.5pp |
| Annual return | -0.57% | 1074.14%-1074.7pp | 335.64%-336.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $773 | $2,230-65.3% | $3,328-76.8% | $3,192-75.8% |
| Admin fee / account holder | $11,675 | $3,635+221.2% | $4,536+157.4% | $4,297+171.7% |