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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 | $68,938 | $72,404-4.8% | $110,243-37.5% | $64,173+7.4% |
| Participation rate | 29.4% | 73.3%-43.9pp | 79.8%-50.4pp | 69.6%-40.2pp |
| Annual return | -6.60% | -6.29%-0.3pp | 314.76%-321.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,989 | $3,469-42.7% | $4,672-57.4% | $3,470-42.7% |
| Admin fee / account holder | $789 | $5,664-86.1% | $8,548-90.8% | $4,887-83.9% |