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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 | $62,489 | $95,975-34.9% | $74,549-16.2% | $135,379-53.8% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | -1.67% | 56.96%-58.6pp | 32.53%-34.2pp | 519.79%-521.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,186 | $3,844-17.1% | $3,108+2.5% | $5,609-43.2% |
| Admin fee / account holder | $11,452 | $6,522+75.6% | $5,059+126.4% | $10,828+5.8% |