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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 | $138,221 | $95,917+44.1% | $79,583+73.7% | $134,545+2.7% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -14.76% | -2.70%-12.1pp | 0.16%-14.9pp | 418.37%-433.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,890 | $4,694+4.2% | $3,986+22.7% | $6,401-23.6% |
| Admin fee / account holder | $403 | $9,132-95.6% | $6,835-94.1% | $11,431-96.5% |