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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 | $159,519 | $133,998+19.0% | $112,263+42.1% | $134,545+18.6% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -17.82% | 47.17%-65.0pp | 27.49%-45.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,353 | $5,292-36.6% | $4,729-29.1% | $6,401-47.6% |
| Admin fee / account holder | $12,582 | $7,493+67.9% | $6,410+96.3% | $11,431+10.1% |