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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 | $88,354 | $64,311+37.4% | $57,356+54.0% | $125,389-29.5% |
| Participation rate | 44.4% | 78.6%-34.2pp | 75.1%-30.6pp | 83.2%-38.7pp |
| Annual return | -3.02% | 25.14%-28.2pp | 24.41%-27.4pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,269 | $3,846+63.0% | $3,162+98.3% | $5,352+17.1% |
| Admin fee / account holder | $15,815 | $5,243+201.6% | $3,357+371.1% | $9,541+65.8% |