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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 | $130,141 | $167,504-22.3% | $151,628-14.2% | $134,509-3.2% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -17.91% | 7.81%-25.7pp | 3.34%-21.2pp | 418.13%-436.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,307 | $8,985-63.2% | $8,363-60.5% | $6,400-48.3% |
| Admin fee / account holder | $37,212 | $13,779+170.1% | $11,613+220.4% | $11,427+225.7% |