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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 | $69,037 | $131,835-47.6% | $108,582-36.4% | $273,972-74.8% |
| Participation rate | 30.8% | 83.5%-52.7pp | 79.6%-48.8pp | 83.0%-52.2pp |
| Annual return | 4.21% | -91.57%+95.8pp | -51.70%+55.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,728 | $5,127-66.3% | $4,311-59.9% | $5,287-67.3% |
| Admin fee / account holder | $39,620 | $10,253+286.4% | $7,645+418.2% | $10,133+291.0% |