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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 | $73,735 | $93,124-20.8% | $77,100-4.4% | $134,545-45.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -20.79% | 62.68%-83.5pp | 42.35%-63.1pp | 418.37%-439.2pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,919 | $5,242+70.1% | $4,430+101.3% | $6,401+39.3% |
| Admin fee / account holder | $836 | $6,970-88.0% | $5,443-84.7% | $11,431-92.7% |