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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 | $85,090 | $91,536-7.0% | $130,062-34.6% | $75,177+13.2% |
| Participation rate | 51.1% | 71.5%-20.4pp | 78.5%-27.4pp | 67.2%-16.1pp |
| Annual return | 14.97% | -631.62%+646.6pp | -137.37%+152.3pp | 160.75%-145.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,559 | $4,343-41.1% | $5,821-56.0% | $4,126-38.0% |
| Admin fee / account holder | $5,102 | $6,780-24.7% | $10,601-51.9% | $5,651-9.7% |