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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 | $142,610 | $67,352+111.7% | $60,899+134.2% | $134,509+6.0% |
| Participation rate | 45.5% | 76.2%-30.7pp | 73.1%-27.7pp | 81.2%-35.8pp |
| Annual return | -15.88% | 49.99%-65.9pp | 16.92%-32.8pp | 418.13%-434.0pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,270 | $4,539-72.0% | $3,817-66.7% | $6,400-80.2% |
| Admin fee / account holder | $591 | $4,585-87.1% | $3,225-81.7% | $11,427-94.8% |