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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 | $154,139 | $95,188+61.9% | $76,518+101.4% | $135,379+13.9% |
| Participation rate | 21.4% | 74.4%-53.0pp | 68.0%-46.6pp | 82.6%-61.2pp |
| Annual return | -10.26% | 4.85%-15.1pp | -0.27%-10.0pp | 519.79%-530.0pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,981 | $4,640-35.7% | $3,836-22.3% | $5,609-46.8% |
| Admin fee / account holder | $13,514 | $6,249+116.2% | $4,849+178.7% | $10,828+24.8% |