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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 | $142,244 | $167,362-15.0% | $143,799-1.1% | $134,532+5.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -18.37% | 0.47%-18.8pp | -0.04%-18.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,000 | $6,447+101.6% | $5,638+130.6% | $6,401+103.1% |
| Admin fee / account holder | $1,224 | $18,094-93.2% | $14,677-91.7% | $11,429-89.3% |