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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 | $159,207 | $59,813+166.2% | $79,580+100.1% | $68,486+132.5% |
| Participation rate | 36.1% | 61.1%-25.0pp | 69.5%-33.4pp | 67.9%-31.8pp |
| Annual return | -17.56% | -12.30%-5.3pp | 0.15%-17.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,433 | $1,505-4.8% | $2,413-40.6% | $2,597-44.8% |
| Participant deferral / active EE | $2,391 | $3,024-20.9% | $3,985-40.0% | $4,028-40.6% |
| Admin fee / account holder | $973 | $4,835-79.9% | $6,835-85.8% | $5,404-82.0% |