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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 | $185,114 | $88,603+108.9% | $69,890+164.9% | $134,545+37.6% |
| Participation rate | 62.5% | 74.9%-12.4pp | 70.5%-8.0pp | 81.2%-18.7pp |
| Annual return | -15.22% | 442.93%-458.2pp | 190.84%-206.1pp | 418.37%-433.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,310 | $4,771+11.3% | $3,848+38.0% | $6,401-17.0% |
| Admin fee / account holder | $3,766 | $10,443-63.9% | $6,267-39.9% | $11,431-67.1% |