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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 | $114,145 | $94,529+20.8% | $140,019-18.5% | $64,173+77.9% |
| Participation rate | 48.4% | 84.1%-35.6pp | 87.5%-39.1pp | 69.6%-21.1pp |
| Annual return | -5.44% | 7.77%-13.2pp | 651.15%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,822 | $5,250-8.2% | $6,927-30.4% | $3,470+39.0% |
| Admin fee / account holder | $15,506 | $6,741+130.0% | $10,705+44.8% | $4,887+217.3% |