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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 | $53,696 | $78,694-31.8% | $67,652-20.6% | $125,389-57.2% |
| Participation rate | 58.3% | 78.8%-20.5pp | 75.7%-17.3pp | 83.2%-24.9pp |
| Annual return | -2.60% | 9.46%-12.1pp | 6625.40%-6628.0pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,091 | $4,292-51.3% | $3,560-41.3% | $5,352-60.9% |
| Admin fee / account holder | $4,066 | $7,403-45.1% | $4,821-15.7% | $9,541-57.4% |