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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 | $78,597 | $82,678-4.9% | $125,391-37.3% | $68,490+14.8% |
| Participation rate | 68.9% | 75.1%-6.2pp | 82.4%-13.5pp | 67.9%+1.0pp |
| Annual return | -17.92% | -5.97%-12.0pp | 572.41%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,460 | $6,111-27.0% | $7,448-40.1% | $4,028+10.7% |
| Admin fee / account holder | $2,638 | $6,277-58.0% | $10,009-73.6% | $5,403-51.2% |