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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 | $90,188 | $57,352+57.3% | $83,831+7.6% | $64,173+40.5% |
| Participation rate | 41.2% | 68.6%-27.4pp | 76.1%-35.0pp | 69.6%-28.4pp |
| Annual return | -5.03% | 11.38%-16.4pp | 850.99%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,220 | $2,993-25.8% | $4,082-45.6% | $3,470-36.0% |
| Admin fee / account holder | $22,414 | $4,046+454.0% | $5,479+309.1% | $4,887+358.6% |