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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 | $73,695 | $39,798+85.2% | $67,704+8.8% | $59,633+23.6% |
| Participation rate | 47.2% | 57.4%-10.2pp | 67.5%-20.3pp | 68.7%-21.5pp |
| Annual return | 0.14% | 89.94%-89.8pp | 25.41%-25.3pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,828 | $2,335+21.1% | $3,585-21.1% | $3,192-11.4% |
| Admin fee / account holder | $10,321 | $3,212+221.4% | $4,255+142.6% | $4,297+140.2% |