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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 | $53,401 | $95,915-44.3% | $79,580-32.9% | $134,532-60.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -16.27% | -2.71%-13.6pp | 0.15%-16.4pp | 418.27%-434.5pp |
| Employer contribution / active EE | $3,184 | $3,129+1.8% | $2,413+31.9% | $4,741-32.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $405 | $9,132-95.6% | $6,835-94.1% | $11,429-96.5% |