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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 | $50,500 | $54,370-7.1% | $82,763-39.0% | $68,490-26.3% |
| Participation rate | 36.4% | 63.9%-27.6pp | 72.6%-36.2pp | 67.9%-31.5pp |
| Annual return | -15.33% | -13.67%-1.7pp | 702.45%-717.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,890 | $3,247+50.6% | $4,395+11.3% | $4,028+21.4% |
| Admin fee / account holder | $2,695 | $4,398-38.7% | $5,325-49.4% | $5,403-50.1% |