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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 | $58,161 | $93,124-37.5% | $77,100-24.6% | $134,545-56.8% |
| Participation rate | 69.2% | 74.5%-5.3pp | 67.9%+1.3pp | 81.2%-12.0pp |
| Annual return | -18.35% | 62.68%-81.0pp | 42.35%-60.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,598 | $5,242+44.9% | $4,430+71.5% | $6,401+18.7% |
| Admin fee / account holder | $833 | $6,970-88.0% | $5,443-84.7% | $11,431-92.7% |