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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 | $165,273 | $45,872+260.3% | $77,096+114.4% | $68,486+141.3% |
| Participation rate | 21.2% | 55.9%-34.7pp | 67.9%-46.7pp | 67.9%-46.7pp |
| Annual return | -9.39% | 1.73%-11.1pp | 42.35%-51.7pp | -7.85%-1.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,085 | $2,963-63.4% | $4,429-75.5% | $4,028-73.1% |
| Admin fee / account holder | $5,487 | $3,041+80.4% | $5,428+1.1% | $5,404+1.5% |