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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 | $132,766 | $91,525+45.1% | $130,026+2.1% | $75,181+76.6% |
| Participation rate | 41.8% | 71.4%-29.6pp | 78.5%-36.7pp | 67.2%-25.4pp |
| Annual return | 17.46% | -631.40%+648.9pp | -137.26%+154.7pp | 160.69%-143.2pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,847 | $4,342+34.7% | $5,821+0.5% | $4,126+41.7% |
| Admin fee / account holder | $1,832 | $6,778-73.0% | $10,608-82.7% | $5,650-67.6% |