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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 | $122,147 | $82,674+47.7% | $125,363-2.6% | $68,495+78.3% |
| Participation rate | 24.3% | 75.0%-50.7pp | 82.4%-58.1pp | 67.9%-43.6pp |
| Annual return | -16.14% | -5.97%-10.2pp | 572.15%-588.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $984 | $3,382-70.9% | $4,815-79.6% | $2,596-62.1% |
| Participant deferral / active EE | $3,343 | $6,111-45.3% | $7,447-55.1% | $4,028-17.0% |
| Admin fee / account holder | $4,592 | $6,276-26.8% | $10,005-54.1% | $5,403-15.0% |