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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 | $116,966 | $99,032+18.1% | $80,022+46.2% | $135,380-13.6% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -3.58% | 15.39%-19.0pp | 11.22%-14.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,062 | $4,282-28.5% | $3,686-16.9% | $5,609-45.4% |
| Admin fee / account holder | $5,004 | $10,436-52.0% | $6,521-23.3% | $10,828-53.8% |