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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 | $234,593 | $167,353+40.2% | $143,797+63.1% | $134,545+74.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -5.72% | 0.48%-6.2pp | -0.04%-5.7pp | 418.37%-424.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,947 | $6,447+23.3% | $5,638+40.9% | $6,401+24.1% |
| Admin fee / account holder | $65,243 | $18,096+260.5% | $14,679+344.5% | $11,431+470.8% |