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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 | $142,253 | $105,866+34.4% | $90,766+56.7% | $134,545+5.7% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | -17.67% | -10.99%-6.7pp | -12.16%-5.5pp | 418.37%-436.0pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,696 | $5,217-29.2% | $4,565-19.0% | $6,401-42.3% |
| Admin fee / account holder | $7,912 | $13,938-43.2% | $8,446-6.3% | $11,431-30.8% |