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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 | $194,203 | $69,012+181.4% | $160,009+21.4% | $68,486+183.6% |
| Participation rate | 43.9% | 65.4%-21.5pp | 78.0%-34.1pp | 67.9%-24.0pp |
| Annual return | -15.67% | -9.65%-6.0pp | 408.85%-424.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,314 | $2,212-40.6% | $4,225-68.9% | $2,597-49.4% |
| Participant deferral / active EE | $1,974 | $4,212-53.1% | $6,183-68.1% | $4,028-51.0% |
| Admin fee / account holder | $5,153 | $4,798+7.4% | $8,715-40.9% | $5,404-4.6% |