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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 | $162,649 | $133,998+21.4% | $112,263+44.9% | $134,545+20.9% |
| Participation rate | 45.8% | 78.6%-32.7pp | 75.1%-29.2pp | 81.2%-35.4pp |
| Annual return | -14.67% | 47.17%-61.8pp | 27.49%-42.2pp | 418.37%-433.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,508 | $5,292-52.6% | $4,729-47.0% | $6,401-60.8% |
| Admin fee / account holder | $11,565 | $7,493+54.3% | $6,410+80.4% | $11,431+1.2% |