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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 | $84,787 | $95,188-10.9% | $76,518+10.8% | $135,379-37.4% |
| Participation rate | 16.7% | 74.4%-57.7pp | 68.0%-51.3pp | 82.6%-66.0pp |
| Annual return | -7.69% | 4.85%-12.5pp | -0.27%-7.4pp | 519.79%-527.5pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,551 | $4,640-23.5% | $3,836-7.4% | $5,609-36.7% |
| Admin fee / account holder | $9,622 | $6,249+54.0% | $4,849+98.4% | $10,828-11.1% |