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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 | $149,156 | $167,504-11.0% | $151,628-1.6% | $134,509+10.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -17.86% | 7.81%-25.7pp | 3.34%-21.2pp | 418.13%-436.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $18,685 | $8,985+108.0% | $8,363+123.4% | $6,400+191.9% |
| Admin fee / account holder | $11,502 | $13,779-16.5% | $11,613-1.0% | $11,427+0.7% |