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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 | $173,332 | $94,529+83.4% | $140,019+23.8% | $64,173+170.1% |
| Participation rate | 63.2% | 84.1%-20.9pp | 87.5%-24.3pp | 69.6%-6.4pp |
| Annual return | -5.64% | 7.77%-13.4pp | 651.15%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,509 | $5,250+24.0% | $6,927-6.0% | $3,470+87.6% |
| Admin fee / account holder | $7,473 | $6,741+10.9% | $10,705-30.2% | $4,887+52.9% |