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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 | $128,393 | $54,355+136.2% | $82,744+55.2% | $68,486+87.5% |
| Participation rate | 62.8% | 63.9%-1.1pp | 72.6%-9.8pp | 67.9%-5.1pp |
| Annual return | -14.60% | -13.67%-0.9pp | 702.22%-716.8pp | -7.85%-6.7pp |
| Employer contribution / active EE | $4,068 | $2,219+83.3% | $3,008+35.2% | $2,597+56.7% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $28,811 | $4,397+555.3% | $5,325+441.1% | $5,404+433.2% |