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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 | $105,429 | $50,947+106.9% | $74,549+41.4% | $64,173+64.3% |
| Participation rate | 46.2% | 61.1%-14.9pp | 69.1%-23.0pp | 69.6%-23.4pp |
| Annual return | -5.84% | -1.85%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,778 | $2,302-22.8% | $3,108-42.8% | $3,470-48.8% |
| Admin fee / account holder | $11,528 | $4,221+173.1% | $5,059+127.9% | $4,887+135.9% |