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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 | $69,771-14.4% | $67,524-11.6% | $74,400-19.8% |
| Participation rate | 49.5% | 71.4%-21.8pp | 72.9%-23.4pp | 67.2%-17.7pp |
| Annual return | 13.96% | -40.49%+54.5pp | 3519.41%-3505.5pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,168 | $3,638-12.9% | $4,001-20.8% | $4,348-27.1% |
| Admin fee / account holder | $1,508 | $889+69.5% | $4,001-62.3% | $1,944-22.4% |