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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 | $84,751 | $49,177+72.3% | $79,466+6.6% | $64,173+32.1% |
| Participation rate | 45.7% | 65.0%-19.3pp | 73.3%-27.6pp | 69.6%-23.9pp |
| Annual return | -3.68% | -1.16%-2.5pp | 718.28%-722.0pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,712 | $2,821+137.9% | $3,704+81.2% | $3,470+93.4% |
| Admin fee / account holder | $12,677 | $3,839+230.2% | $5,104+148.4% | $4,887+159.4% |