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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 | $55,060 | $82,674-33.4% | $125,381-56.1% | $68,486-19.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -12.21% | -5.97%-6.2pp | 572.31%-584.5pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,564 | $6,111-25.3% | $7,448-38.7% | $4,028+13.3% |
| Admin fee / account holder | $23,470 | $6,277+273.9% | $10,007+134.5% | $5,404+334.3% |