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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 | $69,774-14.4% | $67,561-11.6% | $74,429-19.8% |
| Participation rate | 49.5% | 71.4%-21.8pp | 72.9%-23.4pp | 67.2%-17.7pp |
| Annual return | 13.96% | -40.53%+54.5pp | 3525.44%-3511.5pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,168 | $3,636-12.9% | $4,003-20.8% | $4,348-27.1% |
| Admin fee / account holder | $1,508 | $890+69.4% | $4,006-62.4% | $1,944-22.5% |