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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 | $163,537 | $67,340+142.9% | $60,888+168.6% | $134,493+21.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -8.87% | 49.97%-58.8pp | 16.91%-25.8pp | 418.01%-426.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,702-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $17,288 | $4,538+281.0% | $3,817+352.9% | $6,400+170.1% |
| Admin fee / account holder | $2,882 | $4,583-37.1% | $3,225-10.6% | $11,425-74.8% |