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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 | $79,814 | $93,098-14.3% | $77,081+3.5% | $134,509-40.7% |
| Participation rate | 18.2% | 74.5%-56.3pp | 67.9%-49.7pp | 81.2%-63.0pp |
| Annual return | -16.33% | 62.63%-79.0pp | 42.33%-58.7pp | 418.13%-434.5pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $795 | $6,945-88.6% | $5,427-85.3% | $11,427-93.0% |