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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 | $59,693 | $69,708-14.4% | $67,560-11.6% | $74,478-19.9% |
| Participation rate | 49.5% | 71.4%-21.9pp | 72.9%-23.4pp | 67.2%-17.7pp |
| Annual return | 13.96% | -40.67%+54.6pp | 3533.50%-3519.5pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,168 | $3,637-12.9% | $4,004-20.9% | $4,350-27.2% |
| Admin fee / account holder | $1,508 | $887+70.0% | $3,994-62.3% | $1,946-22.5% |