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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 | $113,998 | $75,832+50.3% | $147,617-22.8% | $59,633+91.2% |
| Participation rate | 38.9% | 71.6%-32.7pp | 84.6%-45.7pp | 68.7%-29.8pp |
| Annual return | -0.34% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,826 | $3,131+181.9% | $4,895+80.3% | $3,192+176.5% |
| Admin fee / account holder | $6,065 | $5,986+1.3% | $11,612-47.8% | $4,297+41.2% |