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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 | $128,723 | $91,536+40.6% | $130,062-1.0% | $75,177+71.2% |
| Participation rate | 44.0% | 71.5%-27.4pp | 78.5%-34.5pp | 67.2%-23.2pp |
| Annual return | 13.37% | -631.62%+645.0pp | -137.37%+150.7pp | 160.75%-147.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,133 | $4,343-50.9% | $5,821-63.4% | $4,126-48.3% |
| Admin fee / account holder | $10,739 | $6,780+58.4% | $10,601+1.3% | $5,651+90.0% |