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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 | $139,317 | $97,732+42.6% | $83,831+66.2% | $135,380+2.9% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -4.65% | 1287.56%-1292.2pp | 850.99%-855.6pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,084 | $4,683-12.8% | $4,0820% | $5,609-27.2% |
| Admin fee / account holder | $38,914 | $6,675+483.0% | $5,479+610.3% | $10,828+259.4% |