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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 | $151,243 | $167,362-9.6% | $143,799+5.2% | $134,532+12.4% |
| Participation rate | 7.1% | 84.8%-77.7pp | 80.3%-73.2pp | 81.2%-74.1pp |
| Annual return | -18.99% | 0.47%-19.5pp | -0.04%-18.9pp | 418.27%-437.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,857 | $6,447-40.2% | $5,638-31.6% | $6,401-39.7% |
| Admin fee / account holder | $8,509 | $18,094-53.0% | $14,677-42.0% | $11,429-25.5% |