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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 | $65,613 | $78,694-16.6% | $67,652-3.0% | $125,389-47.7% |
| Participation rate | 68.8% | 78.8%-10.1pp | 75.7%-6.9pp | 83.2%-14.4pp |
| Annual return | -1.03% | 9.46%-10.5pp | 6625.40%-6626.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,584 | $4,292-39.8% | $3,560-27.4% | $5,352-51.7% |
| Admin fee / account holder | $35,539 | $7,403+380.1% | $4,821+637.2% | $9,541+272.5% |