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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 | $179,363 | $64,719+177.1% | $112,249+59.8% | $68,486+161.9% |
| Participation rate | 46.8% | 67.2%-20.3pp | 75.1%-28.3pp | 67.9%-21.1pp |
| Annual return | -12.94% | -11.40%-1.5pp | 27.48%-40.4pp | -7.85%-5.1pp |
| Employer contribution / active EE | $1,652 | $2,747-39.9% | $3,636-54.6% | $2,597-36.4% |
| Participant deferral / active EE | $4,195 | $3,565+17.7% | $4,729-11.3% | $4,028+4.2% |
| Admin fee / account holder | $48,547 | $5,232+827.8% | $6,412+657.1% | $5,404+798.4% |