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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 | $114,864 | $142,358-19.3% | $119,615-4.0% | $134,493-14.6% |
| Participation rate | 35.7% | 82.8%-47.1pp | 79.3%-43.5pp | 81.2%-45.5pp |
| Annual return | -17.45% | -12.46%-5.0pp | -14.98%-2.5pp | 418.01%-435.5pp |
| Employer contribution / active EE | $0 | $5,223-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $16,749 | $6,470+158.9% | $5,602+199.0% | $6,400+161.7% |
| Admin fee / account holder | $75,953 | $13,585+459.1% | $10,324+635.7% | $11,425+564.8% |