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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 | $81,238 | $92,219-11.9% | $76,766+5.8% | $135,382-40.0% |
| Participation rate | 55.0% | 79.8%-24.8pp | 77.0%-22.0pp | 82.6%-27.6pp |
| Annual return | -7.21% | 5.46%-12.7pp | 2.43%-9.6pp | 519.77%-527.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,193 | $4,508-51.4% | $3,851-43.1% | $5,609-60.9% |
| Admin fee / account holder | $1,340 | $10,749-87.5% | $6,675-79.9% | $10,829-87.6% |