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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 | $115,477 | $134,001-13.8% | $112,258+2.9% | $134,509-14.1% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -19.33% | 47.15%-66.5pp | 27.47%-46.8pp | 418.13%-437.5pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,740 | $5,291-29.3% | $4,728-20.9% | $6,400-41.6% |
| Admin fee / account holder | $12,083 | $7,491+61.3% | $6,411+88.5% | $11,427+5.7% |