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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 | $146,016 | $77,817+87.6% | $123,553+18.2% | $64,173+127.5% |
| Participation rate | 44.8% | 74.7%-29.9pp | 82.3%-37.5pp | 69.6%-24.7pp |
| Annual return | -3.96% | 12.49%-16.4pp | 119.21%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,030 | $5,240-23.1% | $6,426-37.3% | $3,470+16.1% |
| Admin fee / account holder | $3,797 | $5,519-31.2% | $9,284-59.1% | $4,887-22.3% |