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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 | $75,806 | $54,357+39.5% | $82,706-8.3% | $68,495+10.7% |
| Participation rate | 37.3% | 63.9%-26.7pp | 72.6%-35.3pp | 67.9%-30.6pp |
| Annual return | -13.21% | -13.67%+0.5pp | 701.76%-715.0pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,141 | $2,218-3.5% | $3,007-28.8% | $2,596-17.5% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,239 | $4,396-49.1% | $5,329-58.0% | $5,403-58.6% |