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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 | $182,470 | $69,012+164.4% | $160,037+14.0% | $68,490+166.4% |
| Participation rate | 52.7% | 65.4%-12.7pp | 78.0%-25.2pp | 67.9%-15.1pp |
| Annual return | -16.62% | -9.65%-7.0pp | 408.95%-425.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,033 | $2,212-53.3% | $4,226-75.6% | $2,597-60.2% |
| Participant deferral / active EE | $4,458 | $4,212+5.8% | $6,184-27.9% | $4,028+10.7% |
| Admin fee / account holder | $21,290 | $4,798+343.7% | $8,716+144.3% | $5,403+294.0% |