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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 | $199,374 | $82,674+141.2% | $125,363+59.0% | $68,495+191.1% |
| Participation rate | 63.6% | 75.0%-11.4pp | 82.4%-18.7pp | 67.9%-4.3pp |
| Annual return | -16.67% | -5.97%-10.7pp | 572.15%-588.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,904 | $6,111-3.4% | $7,447-20.7% | $4,028+46.6% |
| Admin fee / account holder | $1,521 | $6,276-75.8% | $10,005-84.8% | $5,403-71.8% |