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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 | $153,543 | $42,910+257.8% | $60,919+152.0% | $68,490+124.2% |
| Participation rate | 14.3% | 66.8%-52.5pp | 73.1%-58.8pp | 67.9%-53.6pp |
| Annual return | -10.75% | -13.99%+3.2pp | 16.96%-27.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,451 | $2,866-49.4% | $3,814-62.0% | $4,028-64.0% |
| Admin fee / account holder | $2,753 | $3,104-11.3% | $3,228-14.7% | $5,403-49.0% |