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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 | $134,569 | $167,352-19.6% | $143,788-6.4% | $134,5090% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -16.85% | 0.47%-17.3pp | -0.03%-16.8pp | 418.13%-435.0pp |
| Employer contribution / active EE | $1,937 | $5,620-65.5% | $4,952-60.9% | $4,741-59.1% |
| Participant deferral / active EE | $5,554 | $6,447-13.8% | $5,638-1.5% | $6,400-13.2% |
| Admin fee / account holder | $1,329 | $18,091-92.7% | $14,675-90.9% | $11,427-88.4% |