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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 | $132,193 | $64,719+104.3% | $112,249+17.8% | $68,486+93.0% |
| Participation rate | 33.3% | 67.2%-33.8pp | 75.1%-41.7pp | 67.9%-34.6pp |
| Annual return | -17.64% | -11.40%-6.2pp | 27.48%-45.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,014 | $2,747-63.1% | $3,636-72.1% | $2,597-60.9% |
| Participant deferral / active EE | $2,316 | $3,565-35.0% | $4,729-51.0% | $4,028-42.5% |
| Admin fee / account holder | $20,220 | $5,232+286.4% | $6,412+215.3% | $5,404+274.2% |