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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 | $196,372 | $42,909+357.6% | $60,906+222.4% | $68,486+186.7% |
| Participation rate | 27.1% | 66.8%-39.7pp | 73.1%-46.0pp | 67.9%-40.8pp |
| Annual return | -18.24% | -13.99%-4.3pp | 16.94%-35.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $700 | $1,979-64.6% | $2,703-74.1% | $2,597-73.1% |
| Participant deferral / active EE | $2,219 | $2,866-22.6% | $3,814-41.8% | $4,028-44.9% |
| Admin fee / account holder | $5,662 | $3,104+82.4% | $3,227+75.5% | $5,404+4.8% |