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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 | $87,508 | $54,370+60.9% | $82,763+5.7% | $68,490+27.8% |
| Participation rate | 61.1% | 63.9%-2.8pp | 72.6%-11.5pp | 67.9%-6.8pp |
| Annual return | -6.64% | -13.67%+7.0pp | 702.45%-709.1pp | -7.85%+1.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,722 | $3,247+107.0% | $4,395+52.9% | $4,028+66.9% |
| Admin fee / account holder | $1,358 | $4,398-69.1% | $5,325-74.5% | $5,403-74.9% |