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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 | $114,644 | $54,355+110.9% | $82,744+38.6% | $68,486+67.4% |
| Participation rate | 23.4% | 63.9%-40.5pp | 72.6%-49.1pp | 67.9%-44.5pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.22%-702.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $9,410 | $2,219+324.1% | $3,008+212.8% | $2,597+262.4% |
| Participant deferral / active EE | $23,215 | $3,246+615.1% | $4,395+428.3% | $4,028+476.4% |
| Admin fee / account holder | $19,161 | $4,397+335.8% | $5,325+259.8% | $5,404+254.6% |