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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 | $64,661 | $104,106-37.9% | $71,086-9.0% | $135,379-52.2% |
| Participation rate | 60.9% | 65.7%-4.8pp | 54.7%+6.2pp | 82.6%-21.8pp |
| Annual return | -7.27% | 1256.30%-1263.6pp | 650.59%-657.9pp | 519.79%-527.1pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,495 | $2,527+38.3% | $1,874+86.5% | $5,609-37.7% |
| Admin fee / account holder | $8,993 | $4,142+117.1% | $3,082+191.8% | $10,828-16.9% |