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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 | $154,888 | $190,879-18.9% | $160,009-3.2% | $134,532+15.1% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -13.34% | 552.63%-566.0pp | 408.85%-422.2pp | 418.27%-431.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,638 | $6,924-4.1% | $6,183+7.4% | $6,401+3.7% |
| Admin fee / account holder | $6,822 | $10,495-35.0% | $8,715-21.7% | $11,429-40.3% |