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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 | $58,494 | $95,979-39.1% | $74,551-21.5% | $135,380-56.8% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -5.50% | 56.97%-62.5pp | 32.53%-38.0pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,928 | $3,844+54.2% | $3,108+90.7% | $5,609+5.7% |
| Admin fee / account holder | $9,188 | $6,522+40.9% | $5,059+81.6% | $10,828-15.1% |