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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 | $223,960 | $167,522+33.7% | $151,639+47.7% | $134,532+66.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -14.42% | 7.81%-22.2pp | 3.34%-17.8pp | 418.27%-432.7pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,450 | $8,986-28.2% | $8,363-22.9% | $6,401+0.8% |
| Admin fee / account holder | $30,807 | $13,780+123.6% | $11,613+165.3% | $11,429+169.6% |