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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 | $165,386 | $73,009+126.5% | $90,756+82.2% | $68,495+141.5% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -16.94% | -13.81%-3.1pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,589 | $2,193+18.1% | $2,922-11.4% | $2,596-0.3% |
| Participant deferral / active EE | $3,270 | $3,626-9.8% | $4,565-28.4% | $4,028-18.8% |
| Admin fee / account holder | $4,000 | $5,896-32.2% | $8,445-52.6% | $5,403-26.0% |