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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 | $43,981 | $91,537-52.0% | $130,045-66.2% | $75,173-41.5% |
| Participation rate | 67.7% | 71.5%-3.7pp | 78.5%-10.8pp | 67.2%+0.5pp |
| Annual return | 17.22% | -631.55%+648.8pp | -137.30%+154.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,455 | $4,343-43.5% | $5,820-57.8% | $4,126-40.5% |
| Admin fee / account holder | $3,374 | $6,780-50.2% | $10,600-68.2% | $5,651-40.3% |