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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 | $84,666 | $91,525-7.5% | $130,026-34.9% | $75,181+12.6% |
| Participation rate | 61.3% | 71.4%-10.1pp | 78.5%-17.2pp | 67.2%-5.9pp |
| Annual return | 14.30% | -631.40%+645.7pp | -137.26%+151.6pp | 160.69%-146.4pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,633 | $4,342-39.4% | $5,821-54.8% | $4,126-36.2% |
| Admin fee / account holder | $11,259 | $6,778+66.1% | $10,608+6.1% | $5,650+99.3% |