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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 | $133,526 | $69,541+92.0% | $59,899+122.9% | $135,380-1.4% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.7%-33.0pp | 82.6%-41.0pp |
| Annual return | -4.31% | 7.95%-12.3pp | 3.46%-7.8pp | 519.81%-524.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,054 | $4,206-27.4% | $3,402-10.2% | $5,609-45.6% |
| Admin fee / account holder | $47,754 | $5,737+732.4% | $3,592+1229.4% | $10,828+341.0% |