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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 | $65,961 | $44,103+49.6% | $75,826-13.0% | $64,173+2.8% |
| Participation rate | 53.1% | 62.7%-9.6pp | 68.2%-15.1pp | 69.6%-16.4pp |
| Annual return | -3.05% | -4.72%+1.7pp | 1914.15%-1917.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,445 | $2,204+10.9% | $2,862-14.6% | $3,470-29.5% |
| Admin fee / account holder | $322 | $3,506-90.8% | $4,726-93.2% | $4,887-93.4% |