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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 | $82,441 | $75,959+8.5% | $154,114-46.5% | $64,181+28.5% |
| Participation rate | 56.8% | 70.4%-13.7pp | 83.0%-26.3pp | 69.6%-12.8pp |
| Annual return | -7.44% | 30.32%-37.8pp | 735.16%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,353 | $3,175+100.1% | $5,081+25.0% | $3,470+83.1% |
| Admin fee / account holder | $9,785 | $5,589+75.1% | $13,411-27.0% | $4,887+100.2% |