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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 | $188,147 | $190,862-1.4% | $159,991+17.6% | $134,509+39.9% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.0%-40.5pp | 81.2%-43.7pp |
| Annual return | -13.96% | 552.59%-566.6pp | 408.82%-422.8pp | 418.13%-432.1pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,674 | $6,924-61.4% | $6,183-56.8% | $6,400-58.2% |
| Admin fee / account holder | $1,768 | $10,495-83.2% | $8,715-79.7% | $11,427-84.5% |