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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 | $106,893 | $95,975+11.4% | $74,549+43.4% | $135,379-21.0% |
| Participation rate | 39.1% | 75.7%-36.5pp | 69.1%-30.0pp | 82.6%-43.5pp |
| Annual return | -8.86% | 56.96%-65.8pp | 32.53%-41.4pp | 519.79%-528.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,989 | $3,844+3.8% | $3,108+28.3% | $5,609-28.9% |
| Admin fee / account holder | $22,558 | $6,522+245.9% | $5,059+345.9% | $10,828+108.3% |