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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 | $212,375 | $81,870+159.4% | $119,608+77.6% | $68,495+210.1% |
| Participation rate | 23.2% | 71.9%-48.7pp | 79.3%-56.1pp | 67.9%-44.7pp |
| Annual return | -15.67% | -23.82%+8.2pp | -14.98%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,038 | $2,692-61.4% | $4,232-75.5% | $2,596-60.0% |
| Participant deferral / active EE | $2,700 | $4,148-34.9% | $5,601-51.8% | $4,028-33.0% |
| Admin fee / account holder | $13,910 | $6,583+111.3% | $10,326+34.7% | $5,403+157.4% |