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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 | $150,569 | $197,819-23.9% | $155,789-3.4% | $125,389+20.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -1.49% | 86.73%-88.2pp | 71.54%-73.0pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,400 | $5,631-57.4% | $4,798-50.0% | $5,352-55.2% |
| Admin fee / account holder | $5,537 | $9,544-42.0% | $7,477-26.0% | $9,541-42.0% |