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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 | $85,373 | $100,811-15.3% | $86,698-1.5% | $134,545-36.5% |
| Participation rate | 53.3% | 79.0%-25.6pp | 76.6%-23.3pp | 81.2%-27.9pp |
| Annual return | -17.62% | 29.11%-46.7pp | 35.96%-53.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,260 | $5,339-39.0% | $4,656-30.0% | $6,401-49.1% |
| Admin fee / account holder | $3,338 | $10,926-69.4% | $7,492-55.4% | $11,431-70.8% |