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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 | $149,686 | $82,674+81.1% | $125,381+19.4% | $68,486+118.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -11.73% | -5.97%-5.8pp | 572.31%-584.0pp | -7.85%-3.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,439 | $6,111+54.5% | $7,448+26.7% | $4,028+134.4% |
| Admin fee / account holder | $68,347 | $6,277+988.9% | $10,007+583.0% | $5,404+1164.8% |