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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 | $139,242 | $134,001+3.9% | $112,258+24.0% | $134,509+3.5% |
| Participation rate | 23.1% | 78.6%-55.5pp | 75.1%-52.0pp | 81.2%-58.2pp |
| Annual return | -16.19% | 47.15%-63.3pp | 27.47%-43.7pp | 418.13%-434.3pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,751 | $5,291-66.9% | $4,728-63.0% | $6,400-72.6% |
| Admin fee / account holder | $6,576 | $7,491-12.2% | $6,411+2.6% | $11,427-42.5% |