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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 | $140,718 | $95,188+47.8% | $76,518+83.9% | $135,380+3.9% |
| Participation rate | 47.4% | 74.4%-27.0pp | 68.0%-20.6pp | 82.6%-35.3pp |
| Annual return | -7.68% | 4.85%-12.5pp | -0.27%-7.4pp | 519.81%-527.5pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,851 | $4,640+26.1% | $3,836+52.5% | $5,609+4.3% |
| Admin fee / account holder | $3,530 | $6,249-43.5% | $4,849-27.2% | $10,828-67.4% |