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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 | $191,350 | $73,863+159.1% | $143,797+33.1% | $68,490+179.4% |
| Participation rate | 61.5% | 66.7%-5.1pp | 80.3%-18.8pp | 67.9%-6.4pp |
| Annual return | -12.50% | 0.91%-13.4pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,430 | $3,385+1.3% | $5,638-39.2% | $4,028-14.8% |
| Admin fee / account holder | $4,463 | $5,756-22.5% | $14,679-69.6% | $5,403-17.4% |