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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 | $57,146 | $95,975-40.5% | $74,549-23.3% | $135,379-57.8% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -6.72% | 56.96%-63.7pp | 32.53%-39.2pp | 519.79%-526.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,462 | $3,844-62.0% | $3,108-53.0% | $5,609-73.9% |
| Admin fee / account holder | $426 | $6,522-93.5% | $5,059-91.6% | $10,828-96.1% |