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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 | $72,277 | $48,267+49.7% | $68,794+5.1% | $68,495+5.5% |
| Participation rate | 40.6% | 60.7%-20.0pp | 69.0%-28.4pp | 67.9%-27.3pp |
| Annual return | -16.41% | -12.70%-3.7pp | -6.37%-10.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,600 | $2,867+25.6% | $3,941-8.7% | $4,028-10.6% |
| Admin fee / account holder | $18,682 | $4,362+328.2% | $4,934+278.6% | $5,403+245.8% |