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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 | $70,831 | $57,352+23.5% | $83,830-15.5% | $64,173+10.4% |
| Participation rate | 25.8% | 68.6%-42.8pp | 76.1%-50.3pp | 69.6%-43.8pp |
| Annual return | -4.55% | 11.38%-15.9pp | 850.97%-855.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,552 | $2,993-48.1% | $4,082-62.0% | $3,470-55.3% |
| Admin fee / account holder | $1,977 | $4,046-51.1% | $5,479-63.9% | $4,887-59.6% |