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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 | $75,554 | $68,996+9.5% | $159,991-52.8% | $68,495+10.3% |
| Participation rate | 26.1% | 65.4%-39.3pp | 78.0%-51.9pp | 67.9%-41.8pp |
| Annual return | -12.16% | -9.65%-2.5pp | 408.82%-421.0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,181 | $4,211-48.2% | $6,183-64.7% | $4,028-45.9% |
| Admin fee / account holder | $18,644 | $4,797+288.6% | $8,715+113.9% | $5,403+245.0% |