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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 | $116,721 | $72,177+61.7% | $115,038+1.5% | $59,633+95.7% |
| Participation rate | 56.3% | 72.6%-16.2pp | 81.4%-25.0pp | 68.7%-12.3pp |
| Annual return | -0.89% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,634 | $4,783-3.1% | $6,026-23.1% | $3,192+45.2% |
| Admin fee / account holder | $2,789 | $4,927-43.4% | $8,175-65.9% | $4,297-35.1% |