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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 | $60,841 | $54,370+11.9% | $82,763-26.5% | $68,490-11.2% |
| Participation rate | 16.2% | 63.9%-47.7pp | 72.6%-56.3pp | 67.9%-51.7pp |
| Annual return | -16.10% | -13.67%-2.4pp | 702.45%-718.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,153 | $3,247-33.7% | $4,395-51.0% | $4,028-46.5% |
| Admin fee / account holder | $7,838 | $4,398+78.2% | $5,325+47.2% | $5,403+45.1% |