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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 | $142,783 | $82,674+72.7% | $125,358+13.9% | $68,498+108.4% |
| Participation rate | 53.1% | 75.0%-21.9pp | 82.4%-29.2pp | 67.9%-14.8pp |
| Annual return | -10.30% | -5.97%-4.3pp | 572.03%-582.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,021 | $6,111-1.5% | $7,447-19.1% | $4,027+49.5% |
| Admin fee / account holder | $2,147 | $6,276-65.8% | $10,007-78.5% | $5,403-60.3% |