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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 | $145,493 | $95,915+51.7% | $79,580+82.8% | $134,532+8.1% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | -17.31% | -2.71%-14.6pp | 0.15%-17.5pp | 418.27%-435.6pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,334 | $4,693-71.6% | $3,985-66.5% | $6,401-79.2% |
| Admin fee / account holder | $806 | $9,132-91.2% | $6,835-88.2% | $11,429-93.0% |