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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 | $54,317 | $82,678-34.3% | $125,391-56.7% | $68,490-20.7% |
| Participation rate | 66.2% | 75.1%-8.9pp | 82.4%-16.2pp | 67.9%-1.7pp |
| Annual return | -16.96% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,102 | $6,111+16.2% | $7,448-4.6% | $4,028+76.3% |
| Admin fee / account holder | $3,325 | $6,277-47.0% | $10,009-66.8% | $5,403-38.5% |