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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 | $87,764 | $92,219-4.8% | $76,767+14.3% | $135,380-35.2% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -6.42% | 5.46%-11.9pp | 2.43%-8.8pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,150 | $4,508-52.3% | $3,852-44.2% | $5,609-61.7% |
| Admin fee / account holder | $2,820 | $10,749-73.8% | $6,675-57.8% | $10,828-74.0% |