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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 | $133,664 | $86,701+54.2% | $73,309+82.3% | $125,389+6.6% |
| Participation rate | 25.0% | 78.6%-53.6pp | 74.9%-49.9pp | 83.2%-58.2pp |
| Annual return | -2.55% | 2.78%-5.3pp | 5.67%-8.2pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,092 | $5,549-44.3% | $4,991-38.1% | $5,352-42.2% |
| Admin fee / account holder | $114,233 | $7,768+1370.5% | $5,635+1927.3% | $9,541+1097.3% |