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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 | $133,998+32.6% | $112,263+58.3% | $134,545+32.1% |
| Participation rate | 27.8% | 78.6%-50.8pp | 75.1%-47.3pp | 81.2%-53.5pp |
| Annual return | -20.09% | 47.17%-67.3pp | 27.49%-47.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,292 | $5,292-37.8% | $4,729-30.4% | $6,401-48.6% |
| Admin fee / account holder | $7,673 | $7,493+2.4% | $6,410+19.7% | $11,431-32.9% |