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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 | $96,614 | $100,772-4.1% | $86,690+11.4% | $134,493-28.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -17.83% | 29.06%-46.9pp | 35.93%-53.8pp | 418.01%-435.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,846 | $5,338-28.0% | $4,656-17.4% | $6,400-39.9% |
| Admin fee / account holder | $3,378 | $10,920-69.1% | $7,490-54.9% | $11,425-70.4% |