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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 | $69,397 | $131,835-47.4% | $108,582-36.1% | $273,972-74.7% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.6%-15.9pp | 83.0%-19.4pp |
| Annual return | 5.93% | -91.57%+97.5pp | -51.70%+57.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,180 | $5,127-57.5% | $4,311-49.4% | $5,287-58.8% |
| Admin fee / account holder | $6,431 | $10,253-37.3% | $7,645-15.9% | $10,133-36.5% |