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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 | $122,083 | $43,344+181.7% | $59,899+103.8% | $64,173+90.2% |
| Participation rate | 28.6% | 69.2%-40.6pp | 74.7%-46.1pp | 69.6%-41.0pp |
| Annual return | -3.82% | -1.55%-2.3pp | 3.46%-7.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,583 | $2,547+1.4% | $3,402-24.1% | $3,470-25.6% |
| Admin fee / account holder | $2,618 | $3,008-13.0% | $3,592-27.1% | $4,887-46.4% |