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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 | $125,964 | $32,117+292.2% | $71,086+77.2% | $64,173+96.3% |
| Participation rate | 18.2% | 42.7%-24.5pp | 54.7%-36.5pp | 69.6%-51.4pp |
| Annual return | -7.02% | -5.57%-1.4pp | 650.59%-657.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,532 | $1,263+21.3% | $1,874-18.2% | $3,470-55.8% |
| Admin fee / account holder | $3,253 | $2,759+17.9% | $3,082+5.5% | $4,887-33.4% |