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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 | $67,169 | $49,177+36.6% | $79,467-15.5% | $64,173+4.7% |
| Participation rate | 42.9% | 65.0%-22.2pp | 73.3%-30.5pp | 69.6%-26.7pp |
| Annual return | -3.95% | -1.16%-2.8pp | 718.30%-722.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,862 | $2,821+36.9% | $3,704+4.3% | $3,470+11.3% |
| Admin fee / account holder | $928 | $3,839-75.8% | $5,104-81.8% | $4,887-81.0% |