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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 | $155,812 | $110,083+41.5% | $151,628+2.8% | $68,495+127.5% |
| Participation rate | 52.6% | 84.0%-31.3pp | 87.5%-34.9pp | 67.9%-15.3pp |
| Annual return | -15.13% | -10.12%-5.0pp | 3.34%-18.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,344 | $6,526-2.8% | $8,363-24.1% | $4,028+57.5% |
| Admin fee / account holder | $575 | $7,718-92.6% | $11,613-95.1% | $5,403-89.4% |