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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 | $126,067 | $152,591-17.4% | $117,529+7.3% | $134,545-6.3% |
| Participation rate | 57.1% | 77.1%-20.0pp | 70.6%-13.5pp | 81.2%-24.1pp |
| Annual return | -19.00% | 53.04%-72.0pp | 29.77%-48.8pp | 418.37%-437.4pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,125 | $4,821+110.0% | $4,072+148.6% | $6,401+58.2% |
| Admin fee / account holder | $4,170 | $7,004-40.5% | $5,645-26.1% | $11,431-63.5% |