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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 | $161,843 | $138,072+17.2% | $123,549+31.0% | $135,382+19.5% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -5.72% | 153.69%-159.4pp | 119.20%-124.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,990 | $6,799-11.9% | $6,426-6.8% | $5,609+6.8% |
| Admin fee / account holder | $737 | $10,917-93.2% | $9,284-92.1% | $10,829-93.2% |