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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 | $68,830 | $93,023-26.0% | $77,027-10.6% | $134,493-48.8% |
| Participation rate | 19.0% | 74.5%-55.4pp | 67.9%-48.9pp | 81.2%-62.2pp |
| Annual return | -16.94% | 62.61%-79.5pp | 42.32%-59.3pp | 418.01%-435.0pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,813-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,571 | $5,238-50.9% | $4,427-41.9% | $6,400-59.8% |
| Admin fee / account holder | $58,387 | $6,944+740.9% | $5,425+976.2% | $11,425+411.0% |