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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 | $192,527 | $59,819+221.9% | $79,583+141.9% | $68,490+181.1% |
| Participation rate | 47.3% | 61.1%-13.8pp | 69.5%-22.2pp | 67.9%-20.6pp |
| Annual return | 10.54% | -12.30%+22.8pp | 0.16%+10.4pp | -7.85%+18.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,612 | $3,025-46.7% | $3,986-59.6% | $4,028-60.0% |
| Admin fee / account holder | $808 | $4,835-83.3% | $6,835-88.2% | $5,403-85.0% |