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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 | $67,755 | $57,352+18.1% | $83,831-19.2% | $64,173+5.6% |
| Participation rate | 51.4% | 68.6%-17.3pp | 76.1%-24.8pp | 69.6%-18.2pp |
| Annual return | -6.93% | 11.38%-18.3pp | 850.99%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,709 | $2,993+57.3% | $4,082+15.4% | $3,470+35.7% |
| Admin fee / account holder | $575 | $4,046-85.8% | $5,479-89.5% | $4,887-88.2% |