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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 | $68,065 | $75,935-10.4% | $60,547+12.4% | $125,389-45.7% |
| Participation rate | 35.0% | 76.5%-41.5pp | 68.0%-33.0pp | 83.2%-48.2pp |
| Annual return | -1.62% | -5.38%+3.8pp | 335.64%-337.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,248 | $4,506+16.5% | $3,328+57.7% | $5,352-1.9% |
| Admin fee / account holder | $40,214 | $6,768+494.2% | $4,536+786.5% | $9,541+321.5% |