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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 | $36,502 | $71,873-49.2% | $86,698-57.9% | $68,490-46.7% |
| Participation rate | 68.9% | 72.2%-3.4pp | 76.6%-7.7pp | 67.9%+1.0pp |
| Annual return | -14.15% | 3.54%-17.7pp | 35.96%-50.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,368 | $3,779-37.3% | $4,656-49.2% | $4,028-41.2% |
| Admin fee / account holder | $11,412 | $6,110+86.8% | $7,492+52.3% | $5,403+111.2% |