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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 | $108,036 | $59,111+82.8% | $86,451+25.0% | $68,490+57.7% |
| Participation rate | 44.1% | 75.2%-31.1pp | 80.3%-36.2pp | 67.9%-23.8pp |
| Annual return | -15.36% | -0.22%-15.1pp | 4398.51%-4413.9pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,042 | $5,900-31.5% | $6,953-41.9% | $4,028+0.3% |
| Admin fee / account holder | $27,520 | $5,640+387.9% | $6,734+308.6% | $5,403+409.3% |