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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 | $128,006 | $211,946-39.6% | $169,452-24.5% | $135,379-5.4% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -2.59% | 3.26%-5.9pp | 1.83%-4.4pp | 519.79%-522.4pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,260 | $6,075+68.9% | $5,277+94.4% | $5,609+82.9% |
| Admin fee / account holder | $962 | $11,472-91.6% | $9,110-89.4% | $10,828-91.1% |