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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 | $137,143 | $50,947+169.2% | $74,551+84.0% | $64,173+113.7% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.1%-11.5pp | 69.6%-11.9pp |
| Annual return | -5.03% | -1.85%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,221 | $2,302-47.0% | $3,108-60.7% | $3,470-64.8% |
| Admin fee / account holder | $27,028 | $4,221+540.3% | $5,059+434.2% | $4,887+453.0% |