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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 | $158,118 | $71,873+120.0% | $86,698+82.4% | $68,490+130.9% |
| Participation rate | 37.5% | 72.2%-34.7pp | 76.6%-39.1pp | 67.9%-30.4pp |
| Annual return | -15.32% | 3.54%-18.9pp | 35.96%-51.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,270 | $3,779-13.5% | $4,656-29.8% | $4,028-18.8% |
| Admin fee / account holder | $770 | $6,110-87.4% | $7,492-89.7% | $5,403-85.8% |