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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 | $132,825 | $72,177+84.0% | $115,038+15.5% | $59,633+122.7% |
| Participation rate | 42.3% | 72.6%-30.2pp | 81.4%-39.1pp | 68.7%-26.4pp |
| Annual return | -0.82% | 12.02%-12.8pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,383 | $4,783+54.4% | $6,026+22.5% | $3,192+131.3% |
| Admin fee / account holder | $6,663 | $4,927+35.2% | $8,175-18.5% | $4,297+55.1% |