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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 | $107,723 | $49,177+119.1% | $79,467+35.6% | $64,173+67.9% |
| Participation rate | 45.2% | 65.0%-19.8pp | 73.3%-28.1pp | 69.6%-24.4pp |
| Annual return | -5.30% | -1.16%-4.1pp | 718.30%-723.6pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,959 | $2,821+40.3% | $3,704+6.9% | $3,470+14.1% |
| Admin fee / account holder | $1,434 | $3,839-62.7% | $5,104-71.9% | $4,887-70.7% |