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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 | $213,422 | $59,813+256.8% | $79,580+168.2% | $68,486+211.6% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.5%-15.6pp | 67.9%-14.0pp |
| Annual return | -15.78% | -12.30%-3.5pp | 0.15%-15.9pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,426 | $3,024+79.4% | $3,985+36.1% | $4,028+34.7% |
| Admin fee / account holder | $3,048 | $4,835-37.0% | $6,835-55.4% | $5,404-43.6% |