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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 | $130,593 | $45,872+184.7% | $77,081+69.4% | $68,495+90.7% |
| Participation rate | 28.0% | 55.9%-27.9pp | 67.9%-39.9pp | 67.9%-39.9pp |
| Annual return | -17.65% | 1.73%-19.4pp | 42.33%-60.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,857 | $2,963-3.6% | $4,428-35.5% | $4,028-29.1% |
| Admin fee / account holder | $8,085 | $3,041+165.8% | $5,427+49.0% | $5,403+49.6% |