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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 | $67,195 | $95,915-29.9% | $79,580-15.6% | $134,532-50.1% |
| Participation rate | 60.9% | 75.0%-14.2pp | 69.5%-8.6pp | 81.2%-20.4pp |
| Annual return | -19.25% | -2.71%-16.5pp | 0.15%-19.4pp | 418.27%-437.5pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,325 | $4,693+141.3% | $3,985+184.2% | $6,401+76.9% |
| Admin fee / account holder | $9,868 | $9,132+8.1% | $6,835+44.4% | $11,429-13.7% |