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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 | $140,091 | $97,732+43.3% | $83,831+67.1% | $135,380+3.5% |
| Participation rate | 38.5% | 80.0%-41.5pp | 76.1%-37.7pp | 82.6%-44.2pp |
| Annual return | -9.09% | 1287.56%-1296.6pp | 850.99%-860.1pp | 519.81%-528.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,452 | $4,683-26.3% | $4,082-15.4% | $5,609-38.5% |
| Admin fee / account holder | $1,509 | $6,675-77.4% | $5,479-72.5% | $10,828-86.1% |