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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 | $122,628 | $95,917+27.8% | $79,583+54.1% | $134,545-8.9% |
| Participation rate | 35.3% | 75.0%-39.8pp | 69.5%-34.2pp | 81.2%-45.9pp |
| Annual return | -14.86% | -2.70%-12.2pp | 0.16%-15.0pp | 418.37%-433.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,433 | $4,694-48.2% | $3,986-39.0% | $6,401-62.0% |
| Admin fee / account holder | $2,998 | $9,132-67.2% | $6,835-56.1% | $11,431-73.8% |