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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 | $145,438 | $82,678+75.9% | $125,391+16.0% | $68,490+112.3% |
| Participation rate | 61.9% | 75.1%-13.2pp | 82.4%-20.5pp | 67.9%-6.0pp |
| Annual return | -18.38% | -5.97%-12.4pp | 572.41%-590.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,912 | $6,111+78.6% | $7,448+46.5% | $4,028+170.9% |
| Admin fee / account holder | $7,421 | $6,277+18.2% | $10,009-25.9% | $5,403+37.4% |