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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 | $125,492 | $100,792+24.5% | $86,691+44.8% | $134,509-6.7% |
| Participation rate | 31.8% | 78.9%-47.1pp | 76.6%-44.8pp | 81.2%-49.4pp |
| Annual return | -14.94% | 29.08%-44.0pp | 35.94%-50.9pp | 418.13%-433.1pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,856 | $5,339-27.8% | $4,656-17.2% | $6,400-39.8% |
| Admin fee / account holder | $40,552 | $10,924+271.2% | $7,492+441.3% | $11,427+254.9% |