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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 | $71,575 | $57,350+24.8% | $83,850-14.6% | $64,181+11.5% |
| Participation rate | 51.9% | 68.6%-16.8pp | 76.1%-24.3pp | 69.6%-17.7pp |
| Annual return | -8.16% | 11.38%-19.5pp | 850.92%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,282 | $2,993+9.7% | $4,082-19.6% | $3,470-5.4% |
| Admin fee / account holder | $1,049 | $4,046-74.1% | $5,478-80.9% | $4,887-78.5% |