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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 | $116,654 | $82,314+41.7% | $68,808+69.5% | $134,532-13.3% |
| Participation rate | 52.2% | 75.1%-22.9pp | 69.0%-16.8pp | 81.2%-29.1pp |
| Annual return | -17.40% | -2.18%-15.2pp | -6.37%-11.0pp | 418.27%-435.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,278 | $4,740-51.9% | $3,942-42.2% | $6,401-64.4% |
| Admin fee / account holder | $1,730 | $6,484-73.3% | $4,936-64.9% | $11,429-84.9% |