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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 | $64,426 | $95,975-32.9% | $74,552-13.6% | $135,382-52.4% |
| Participation rate | 36.4% | 75.7%-39.3pp | 69.1%-32.8pp | 82.6%-46.3pp |
| Annual return | -7.31% | 56.96%-64.3pp | 32.53%-39.8pp | 519.77%-527.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,786 | $3,844+76.6% | $3,108+118.3% | $5,609+21.0% |
| Admin fee / account holder | $26,132 | $6,522+300.7% | $5,060+416.5% | $10,829+141.3% |