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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 | $61,175 | $82,314-25.7% | $68,808-11.1% | $134,532-54.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -4.87% | -2.18%-2.7pp | -6.37%+1.5pp | 418.27%-423.1pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,283 | $4,740-51.8% | $3,942-42.1% | $6,401-64.3% |
| Admin fee / account holder | $3,642 | $6,484-43.8% | $4,936-26.2% | $11,429-68.1% |