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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 | $58,159 | $49,177+18.3% | $79,466-26.8% | $64,173-9.4% |
| Participation rate | 69.0% | 65.0%+4.0pp | 73.3%-4.3pp | 69.6%-0.5pp |
| Annual return | -3.65% | -1.16%-2.5pp | 718.28%-721.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $966 | $2,821-65.8% | $3,704-73.9% | $3,470-72.2% |
| Admin fee / account holder | $1,689 | $3,839-56.0% | $5,104-66.9% | $4,887-65.4% |