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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 | $163,842 | $95,915+70.8% | $79,580+105.9% | $134,532+21.8% |
| Participation rate | 20.0% | 75.0%-55.0pp | 69.5%-49.5pp | 81.2%-61.2pp |
| Annual return | -8.31% | -2.71%-5.6pp | 0.15%-8.5pp | 418.27%-426.6pp |
| Employer contribution / active EE | $1,452 | $3,129-53.6% | $2,413-39.8% | $4,741-69.4% |
| Participant deferral / active EE | $5,400 | $4,693+15.1% | $3,985+35.5% | $6,401-15.6% |
| Admin fee / account holder | $381 | $9,132-95.8% | $6,835-94.4% | $11,429-96.7% |