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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 | $180,017 | $81,870+119.9% | $119,608+50.5% | $68,495+162.8% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -6.20% | -23.82%+17.6pp | -14.98%+8.8pp | -7.84%+1.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,639 | $4,148-36.4% | $5,601-52.9% | $4,028-34.5% |
| Admin fee / account holder | $1,176 | $6,583-82.1% | $10,326-88.6% | $5,403-78.2% |