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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 | $57,670 | $91,537-37.0% | $130,045-55.7% | $75,173-23.3% |
| Participation rate | 58.2% | 71.5%-13.3pp | 78.5%-20.3pp | 67.2%-9.0pp |
| Annual return | 15.36% | -631.55%+646.9pp | -137.30%+152.7pp | 160.72%-145.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,745 | $4,343+9.3% | $5,820-18.5% | $4,126+15.0% |
| Admin fee / account holder | $2,295 | $6,780-66.1% | $10,600-78.3% | $5,651-59.4% |