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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 | $55,704 | $32,117+73.4% | $71,086-21.6% | $64,173-13.2% |
| Participation rate | 19.4% | 42.7%-23.3pp | 54.7%-35.2pp | 69.6%-50.1pp |
| Annual return | -5.18% | -5.57%+0.4pp | 650.59%-655.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,227 | $1,263-2.9% | $1,874-34.5% | $3,470-64.6% |
| Admin fee / account holder | $7,020 | $2,759+154.4% | $3,082+127.8% | $4,887+43.6% |