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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 | $61,336 | $54,355+12.8% | $82,744-25.9% | $68,486-10.4% |
| Participation rate | 34.5% | 63.9%-29.4pp | 72.6%-38.1pp | 67.9%-33.4pp |
| Annual return | -16.78% | -13.67%-3.1pp | 702.22%-719.0pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,820 | $3,246+17.7% | $4,395-13.1% | $4,028-5.2% |
| Admin fee / account holder | $708 | $4,397-83.9% | $5,325-86.7% | $5,404-86.9% |