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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 | $177,922 | $82,028+116.9% | $123,105+44.5% | $59,633+198.4% |
| Participation rate | 62.7% | 83.2%-20.5pp | 86.8%-24.0pp | 68.7%-5.9pp |
| Annual return | -1.41% | 5.12%-6.5pp | 13.22%-14.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,416 | $4,667+58.9% | $6,229+19.1% | $3,192+132.4% |
| Admin fee / account holder | $10,167 | $5,879+72.9% | $9,014+12.8% | $4,297+136.6% |