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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 | $62,689 | $73,863-15.1% | $143,797-56.4% | $68,490-8.5% |
| Participation rate | 44.1% | 66.7%-22.6pp | 80.3%-36.3pp | 67.9%-23.8pp |
| Annual return | -11.02% | 0.91%-11.9pp | -0.04%-11.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $2,337 | $3,185-26.6% | $4,952-52.8% | $2,597-10.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,375 | $5,756-24.0% | $14,679-70.2% | $5,403-19.0% |