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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 | $216,395 | $100,811+114.7% | $86,698+149.6% | $134,545+60.8% |
| Participation rate | 47.8% | 79.0%-31.1pp | 76.6%-28.8pp | 81.2%-33.4pp |
| Annual return | -8.16% | 29.11%-37.3pp | 35.96%-44.1pp | 418.37%-426.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,358 | $5,339-55.8% | $4,656-49.4% | $6,401-63.2% |
| Admin fee / account holder | $1,313 | $10,926-88.0% | $7,492-82.5% | $11,431-88.5% |