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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 | $104,866 | $117,694-10.9% | $71,755+46.1% | $134,532-22.1% |
| Participation rate | 33.3% | 68.8%-35.5pp | 62.3%-29.0pp | 81.2%-47.9pp |
| Annual return | -13.12% | 25.33%-38.5pp | 9.09%-22.2pp | 418.27%-431.4pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,524 | $3,753-6.1% | $2,656+32.7% | $6,401-44.9% |
| Admin fee / account holder | $2,000 | $6,374-68.6% | $3,972-49.7% | $11,429-82.5% |