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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 | $161,221 | $67,372+139.3% | $60,906+164.7% | $134,532+19.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -4.77% | 50.05%-54.8pp | 16.94%-21.7pp | 418.27%-423.0pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,491 | $4,532+65.3% | $3,814+96.4% | $6,401+17.0% |
| Admin fee / account holder | $5,766 | $4,588+25.7% | $3,227+78.7% | $11,429-49.5% |