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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 | $82,556 | $167,522-50.7% | $151,639-45.6% | $134,532-38.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -10.83% | 7.81%-18.6pp | 3.34%-14.2pp | 418.27%-429.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,686 | $8,986+52.3% | $8,363+63.6% | $6,401+113.8% |
| Admin fee / account holder | $479,055 | $13,780+3376.5% | $11,613+4025.1% | $11,429+4091.7% |