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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 | $120,632 | $117,694+2.5% | $71,755+68.1% | $134,532-10.3% |
| Participation rate | 27.8% | 68.8%-41.1pp | 62.3%-34.5pp | 81.2%-53.5pp |
| Annual return | -19.62% | 25.33%-45.0pp | 9.09%-28.7pp | 418.27%-437.9pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,286 | $3,753-65.7% | $2,656-51.6% | $6,401-79.9% |
| Admin fee / account holder | $838 | $6,374-86.8% | $3,972-78.9% | $11,429-92.7% |