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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 | $65,519 | $95,895-31.7% | $79,576-17.7% | $134,509-51.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -12.38% | -2.72%-9.7pp | 0.15%-12.5pp | 418.13%-430.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,747 | $4,693+1.1% | $3,985+19.1% | $6,400-25.8% |
| Admin fee / account holder | $674 | $9,129-92.6% | $6,834-90.1% | $11,427-94.1% |