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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 | $177,219 | $133,998+32.3% | $112,263+57.9% | $134,545+31.7% |
| Participation rate | 57.9% | 78.6%-20.7pp | 75.1%-17.2pp | 81.2%-23.3pp |
| Annual return | -19.52% | 47.17%-66.7pp | 27.49%-47.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,631 | $5,292+6.4% | $4,729+19.1% | $6,401-12.0% |
| Admin fee / account holder | $952 | $7,493-87.3% | $6,410-85.2% | $11,431-91.7% |