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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 | $53,570 | $75,959-29.5% | $154,114-65.2% | $64,181-16.5% |
| Participation rate | 36.8% | 70.4%-33.6pp | 83.0%-46.2pp | 69.6%-32.7pp |
| Annual return | -5.12% | 30.32%-35.4pp | 735.16%-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 | $2,126 | $3,175-33.0% | $5,081-58.2% | $3,470-38.7% |
| Admin fee / account holder | $6,439 | $5,589+15.2% | $13,411-52.0% | $4,887+31.8% |