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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 | $137,473 | $95,895+43.4% | $79,576+72.8% | $134,509+2.2% |
| Participation rate | 43.8% | 75.0%-31.3pp | 69.5%-25.7pp | 81.2%-37.5pp |
| Annual return | -13.95% | -2.72%-11.2pp | 0.15%-14.1pp | 418.13%-432.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,486 | $4,693-68.3% | $3,985-62.7% | $6,400-76.8% |
| Admin fee / account holder | $737 | $9,129-91.9% | $6,834-89.2% | $11,427-93.5% |