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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 | $171,857 | $49,280+248.7% | $67,313+155.3% | $64,173+167.8% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.1%-29.1pp | 69.6%-29.6pp |
| Annual return | -5.33% | -1.39%-3.9pp | -4.08%-1.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,040 | $1,668-37.7% | $2,566-59.5% | $2,381-56.3% |
| Participant deferral / active EE | $2,483 | $2,484-0.1% | $3,568-30.4% | $3,470-28.5% |
| Admin fee / account holder | $25,839 | $3,863+569.0% | $4,507+473.3% | $4,887+428.7% |