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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 | $66,888 | $59,140+13.1% | $160,037-58.2% | $66,949-0.1% |
| Participation rate | 40.8% | 68.1%-27.3pp | 78.0%-37.2pp | 69.8%-29.0pp |
| Annual return | -14.33% | -12.25%-2.1pp | 408.95%-423.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $4,226-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,366 | $4,399-46.2% | $6,184-61.7% | $4,239-44.2% |
| Admin fee / account holder | $5,968 | $591+909.5% | $8,716-31.5% | $594+905.5% |