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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 | $138,558 | $142,361-2.7% | $119,608+15.8% | $134,509+3.0% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -7.33% | -12.46%+5.1pp | -14.98%+7.7pp | 418.13%-425.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,474 | $6,468-61.8% | $5,601-55.8% | $6,400-61.3% |
| Admin fee / account holder | $6,000 | $13,588-55.8% | $10,326-41.9% | $11,427-47.5% |