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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 | $50,968 | $91,536-44.3% | $130,062-60.8% | $75,177-32.2% |
| Participation rate | 63.2% | 71.5%-8.3pp | 78.5%-15.3pp | 67.2%-4.0pp |
| Annual return | 18.92% | -631.62%+650.5pp | -137.37%+156.3pp | 160.75%-141.8pp |
| Employer contribution / active EE | $1,579 | $2,845-44.5% | $4,322-63.5% | $2,671-40.9% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $90,822 | $6,780+1239.6% | $10,601+756.8% | $5,651+1507.1% |