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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 | $93,124-26.1% | $77,100-10.7% | $134,545-48.8% |
| Participation rate | 19.0% | 74.5%-55.4pp | 67.9%-48.9pp | 81.2%-62.2pp |
| Annual return | -16.94% | 62.68%-79.6pp | 42.35%-59.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,571 | $5,242-51.0% | $4,430-42.0% | $6,401-59.8% |
| Admin fee / account holder | $58,387 | $6,970+737.7% | $5,443+972.6% | $11,431+410.8% |