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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 | $67,552 | $54,355+24.3% | $82,744-18.4% | $68,486-1.4% |
| Participation rate | 41.8% | 63.9%-22.1pp | 72.6%-30.7pp | 67.9%-26.1pp |
| Annual return | -15.64% | -13.67%-2.0pp | 702.22%-717.9pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,645 | $2,219-25.8% | $3,008-45.3% | $2,597-36.6% |
| Participant deferral / active EE | $3,234 | $3,246-0.4% | $4,395-26.4% | $4,028-19.7% |
| Admin fee / account holder | $11,180 | $4,397+154.3% | $5,325+110.0% | $5,404+106.9% |