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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 | $154,338 | $82,678+86.7% | $125,391+23.1% | $68,490+125.3% |
| Participation rate | 62.2% | 75.1%-12.9pp | 82.4%-20.2pp | 67.9%-5.7pp |
| Annual return | -16.24% | -5.97%-10.3pp | 572.41%-588.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,371 | $6,111-44.8% | $7,448-54.7% | $4,028-16.3% |
| Admin fee / account holder | $449 | $6,277-92.9% | $10,009-95.5% | $5,403-91.7% |