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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 | $63,085 | $54,355+16.1% | $82,744-23.8% | $68,486-7.9% |
| Participation rate | 41.2% | 63.9%-22.8pp | 72.6%-31.4pp | 67.9%-26.7pp |
| Annual return | -14.13% | -13.67%-0.5pp | 702.22%-716.3pp | -7.85%-6.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,500 | $3,246-23.0% | $4,395-43.1% | $4,028-37.9% |
| Admin fee / account holder | $1,996 | $4,397-54.6% | $5,325-62.5% | $5,404-63.1% |