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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 | $74,640 | $62,583+19.3% | $76,767-2.8% | $64,173+16.3% |
| Participation rate | 66.7% | 72.8%-6.2pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | -7.41% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,887 | $3,145-40.0% | $3,852-51.0% | $3,470-45.6% |
| Admin fee / account holder | $14,759 | $4,667+216.3% | $6,675+121.1% | $4,887+202.0% |