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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 | $50,382 | $100,811-50.0% | $86,698-41.9% | $134,545-62.6% |
| Participation rate | 42.9% | 79.0%-36.1pp | 76.6%-33.7pp | 81.2%-38.4pp |
| Annual return | -19.95% | 29.11%-49.1pp | 35.96%-55.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $1,559 | $3,490-55.3% | $2,837-45.0% | $4,742-67.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $70,643 | $10,926+546.5% | $7,492+842.9% | $11,431+518.0% |