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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 | $160,802 | $133,981+20.0% | $112,249+43.3% | $134,532+19.5% |
| Participation rate | 57.9% | 78.6%-20.7pp | 75.1%-17.2pp | 81.2%-23.3pp |
| Annual return | -7.29% | 47.16%-54.5pp | 27.48%-34.8pp | 418.27%-425.6pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,971 | $5,292-25.0% | $4,729-16.0% | $6,401-38.0% |
| Admin fee / account holder | $2,915 | $7,492-61.1% | $6,412-54.5% | $11,429-74.5% |