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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 | $155,620 | $49,177+216.5% | $79,466+95.8% | $64,173+142.5% |
| Participation rate | 56.5% | 65.0%-8.5pp | 73.3%-16.8pp | 69.6%-13.0pp |
| Annual return | -0.40% | -1.16%+0.8pp | 718.28%-718.7pp | 7.63%-8.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,068 | $2,821+79.6% | $3,704+36.8% | $3,470+46.1% |
| Admin fee / account holder | $2,178 | $3,839-43.3% | $5,104-57.3% | $4,887-55.4% |