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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 | $77,019 | $75,962+1.4% | $154,111-50.0% | $64,173+20.0% |
| Participation rate | 59.5% | 70.4%-10.9pp | 83.0%-23.5pp | 69.6%-10.1pp |
| Annual return | -5.07% | 30.32%-35.4pp | 735.18%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,665 | $3,175+15.4% | $5,081-27.9% | $3,470+5.6% |
| Admin fee / account holder | $10,526 | $5,589+88.3% | $13,411-21.5% | $4,887+115.4% |