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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 | $135,908 | $82,314+65.1% | $68,808+97.5% | $134,532+1.0% |
| Participation rate | 22.7% | 75.1%-52.3pp | 69.0%-46.3pp | 81.2%-58.5pp |
| Annual return | -17.22% | -2.18%-15.0pp | -6.37%-10.9pp | 418.27%-435.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,031 | $4,740-78.3% | $3,942-73.9% | $6,401-83.9% |
| Admin fee / account holder | $14,281 | $6,484+120.2% | $4,936+189.3% | $11,429+25.0% |