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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 | $140,883 | $75,962+85.5% | $154,108-8.6% | $64,173+119.5% |
| Participation rate | 63.0% | 70.4%-7.5pp | 83.0%-20.1pp | 69.6%-6.6pp |
| Annual return | -7.44% | 30.32%-37.8pp | 735.21%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,311 | $3,175+67.3% | $5,081+4.5% | $3,470+53.1% |
| Admin fee / account holder | $1,542 | $5,589-72.4% | $13,411-88.5% | $4,887-68.4% |