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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 | $202,004 | $131,835+53.2% | $108,582+86.0% | $273,972-26.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 3.16% | -91.57%+94.7pp | -51.70%+54.9pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,000 | $5,127+173.0% | $4,311+224.8% | $5,287+164.8% |
| Admin fee / account holder | $1,177 | $10,253-88.5% | $7,645-84.6% | $10,133-88.4% |