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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 | $80,309 | $100,805-20.3% | $86,698-7.4% | $134,532-40.3% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -13.55% | 29.09%-42.6pp | 35.95%-49.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,730 | $5,339-67.6% | $4,656-62.9% | $6,401-73.0% |
| Admin fee / account holder | $23,513 | $10,925+115.2% | $7,493+213.8% | $11,429+105.7% |