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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 | $127,625 | $52,519+143.0% | $155,789-18.1% | $59,633+114.0% |
| Participation rate | 28.4% | 61.7%-33.3pp | 76.1%-47.7pp | 68.7%-40.3pp |
| Annual return | -1.07% | 53.51%-54.6pp | 71.54%-72.6pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,174 | $3,084+2.9% | $4,798-33.8% | $3,192-0.5% |
| Admin fee / account holder | $16,508 | $3,540+366.3% | $7,477+120.8% | $4,297+284.2% |