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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 | $139,552 | $138,075+1.1% | $123,552+13.0% | $135,379+3.1% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -4.13% | 153.70%-157.8pp | 119.20%-123.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $3,885 | $5,152-24.6% | $4,628-16.1% | $4,779-18.7% |
| Participant deferral / active EE | $17,672 | $6,800+159.9% | $6,426+175.0% | $5,609+215.1% |
| Admin fee / account holder | $2,009 | $10,917-81.6% | $9,285-78.4% | $10,828-81.5% |