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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 | $162,956 | $95,979+69.8% | $74,551+118.6% | $135,380+20.4% |
| Participation rate | 52.2% | 75.7%-23.5pp | 69.1%-17.0pp | 82.6%-30.5pp |
| Annual return | -6.64% | 56.97%-63.6pp | 32.53%-39.2pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,578 | $3,844-32.9% | $3,108-17.1% | $5,609-54.0% |
| Admin fee / account holder | $421 | $6,522-93.5% | $5,059-91.7% | $10,828-96.1% |