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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 | $112,391 | $82,314+36.5% | $68,808+63.3% | $134,532-16.5% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -14.66% | -2.18%-12.5pp | -6.37%-8.3pp | 418.27%-432.9pp |
| Employer contribution / active EE | $1,441 | $3,301-56.4% | $2,656-45.8% | $4,741-69.6% |
| Participant deferral / active EE | $2,057 | $4,740-56.6% | $3,942-47.8% | $6,401-67.9% |
| Admin fee / account holder | $68,014 | $6,484+948.9% | $4,936+1278.0% | $11,429+495.1% |