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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 | $159,983 | $113,941+40.4% | $94,229+69.8% | $125,389+27.6% |
| Participation rate | 69.2% | 82.9%-13.7pp | 78.8%-9.5pp | 83.2%-14.0pp |
| Annual return | -2.18% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,128 | $5,179-58.9% | $4,320-50.7% | $5,352-60.2% |
| Admin fee / account holder | $10,522 | $8,392+25.4% | $6,269+67.8% | $9,541+10.3% |