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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 | $86,049 | $82,674+4.1% | $125,363-31.4% | $68,495+25.6% |
| Participation rate | 53.3% | 75.0%-21.7pp | 82.4%-29.0pp | 67.9%-14.6pp |
| Annual return | -16.68% | -5.97%-10.7pp | 572.15%-588.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,821 | $6,111+109.8% | $7,447+72.2% | $4,028+218.3% |
| Admin fee / account holder | $4,560 | $6,276-27.3% | $10,005-54.4% | $5,403-15.6% |