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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 | $123,065 | $81,870+50.3% | $119,622+2.9% | $68,486+79.7% |
| Participation rate | 45.9% | 71.9%-25.9pp | 79.3%-33.3pp | 67.9%-21.9pp |
| Annual return | -16.62% | -23.82%+7.2pp | -14.98%-1.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,356 | $4,148+5.0% | $5,601-22.2% | $4,028+8.1% |
| Admin fee / account holder | $17,880 | $6,583+171.6% | $10,328+73.1% | $5,404+230.9% |