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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 | $108,019 | $93,098+16.0% | $77,081+40.1% | $134,509-19.7% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -16.76% | 62.63%-79.4pp | 42.33%-59.1pp | 418.13%-434.9pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,121 | $5,239+131.3% | $4,428+173.7% | $6,400+89.4% |
| Admin fee / account holder | $1,708 | $6,945-75.4% | $5,427-68.5% | $11,427-85.0% |