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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 | $101,466 | $99,032+2.5% | $80,022+26.8% | $135,380-25.1% |
| Participation rate | 31.3% | 78.4%-47.1pp | 75.8%-44.6pp | 82.6%-51.4pp |
| Annual return | -3.91% | 15.39%-19.3pp | 11.22%-15.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,205 | $4,282-71.9% | $3,686-67.3% | $5,609-78.5% |
| Admin fee / account holder | $36,470 | $10,436+249.5% | $6,521+459.3% | $10,828+236.8% |