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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 | $177,738 | $134,001+32.6% | $112,258+58.3% | $134,509+32.1% |
| Participation rate | 27.8% | 78.6%-50.8pp | 75.1%-47.3pp | 81.2%-53.5pp |
| Annual return | -20.09% | 47.15%-67.2pp | 27.47%-47.6pp | 418.13%-438.2pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,292 | $5,291-37.8% | $4,728-30.4% | $6,400-48.6% |
| Admin fee / account holder | $7,673 | $7,491+2.4% | $6,411+19.7% | $11,427-32.9% |