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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 | $124,761 | $73,019+70.9% | $90,766+37.5% | $68,490+82.2% |
| Participation rate | 33.3% | 70.8%-37.5pp | 75.7%-42.4pp | 67.9%-34.6pp |
| Annual return | -15.86% | -13.81%-2.1pp | -12.16%-3.7pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,375 | $2,193-37.3% | $2,922-53.0% | $2,597-47.1% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,184 | $5,897-12.1% | $8,446-38.6% | $5,403-4.1% |