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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 | $145,599 | $167,522-13.1% | $151,639-4.0% | $134,532+8.2% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -15.02% | 7.81%-22.8pp | 3.34%-18.4pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,350 | $8,986+59.7% | $8,363+71.6% | $6,401+124.2% |
| Admin fee / account holder | $4,032 | $13,780-70.7% | $11,613-65.3% | $11,429-64.7% |