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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 | $164,256 | $73,019+125.0% | $90,766+81.0% | $68,490+139.8% |
| Participation rate | 38.0% | 70.8%-32.8pp | 75.7%-37.7pp | 67.9%-29.9pp |
| Annual return | -16.28% | -13.81%-2.5pp | -12.16%-4.1pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,094 | $2,193-50.1% | $2,922-62.5% | $2,597-57.9% |
| Participant deferral / active EE | $2,834 | $3,626-21.9% | $4,565-37.9% | $4,028-29.6% |
| Admin fee / account holder | $4,899 | $5,897-16.9% | $8,446-42.0% | $5,403-9.3% |