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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 | $92,322 | $50,947+81.2% | $74,551+23.8% | $64,173+43.9% |
| Participation rate | 13.5% | 61.1%-47.5pp | 69.1%-55.6pp | 69.6%-56.1pp |
| Annual return | -7.15% | -1.85%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,400 | $2,302-39.2% | $3,108-55.0% | $3,470-59.7% |
| Admin fee / account holder | $2,800 | $4,221-33.7% | $5,059-44.6% | $4,887-42.7% |