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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 | $140,394 | $42,909+227.2% | $60,906+130.5% | $68,486+105.0% |
| Participation rate | 39.8% | 66.8%-27.0pp | 73.1%-33.3pp | 67.9%-28.1pp |
| Annual return | -16.81% | -13.99%-2.8pp | 16.94%-33.7pp | -7.85%-9.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,806 | $2,866-37.0% | $3,814-52.7% | $4,028-55.2% |
| Admin fee / account holder | $3,587 | $3,104+15.6% | $3,227+11.2% | $5,404-33.6% |