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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 | $227,598 | $75,935+199.7% | $60,547+275.9% | $125,389+81.5% |
| Participation rate | 47.4% | 76.5%-29.2pp | 68.0%-20.6pp | 83.2%-35.8pp |
| Annual return | -1.86% | -5.38%+3.5pp | 335.64%-337.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,225 | $3,438-64.4% | $2,419-49.4% | $4,866-74.8% |
| Participant deferral / active EE | $2,372 | $4,506-47.4% | $3,328-28.7% | $5,352-55.7% |
| Admin fee / account holder | $1,455 | $6,768-78.5% | $4,536-67.9% | $9,541-84.7% |