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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 | $89,581 | $75,962+17.9% | $154,108-41.9% | $64,173+39.6% |
| Participation rate | 26.5% | 70.4%-43.9pp | 83.0%-56.6pp | 69.6%-43.1pp |
| Annual return | -3.03% | 30.32%-33.4pp | 735.21%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,677 | $3,175-47.2% | $5,081-67.0% | $3,470-51.7% |
| Admin fee / account holder | $6,992 | $5,589+25.1% | $13,411-47.9% | $4,887+43.1% |