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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 | $85,426 | $133,981-36.2% | $112,249-23.9% | $134,532-36.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -12.91% | 47.16%-60.1pp | 27.48%-40.4pp | 418.27%-431.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,515 | $5,292-52.5% | $4,729-46.8% | $6,401-60.7% |
| Admin fee / account holder | $29,058 | $7,492+287.9% | $6,412+353.2% | $11,429+154.3% |