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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 | $136,526 | $97,761+39.7% | $83,850+62.8% | $135,382+0.8% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -7.01% | 1287.44%-1294.5pp | 850.92%-857.9pp | 519.77%-526.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,496 | $4,682-4.0% | $4,082+10.1% | $5,609-19.8% |
| Admin fee / account holder | $313 | $6,674-95.3% | $5,478-94.3% | $10,829-97.1% |