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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 | $69,966 | $71,872-2.7% | $86,691-19.3% | $68,495+2.1% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -6.83% | 3.53%-10.4pp | 35.94%-42.8pp | -7.84%+1.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,077 | $3,779+34.4% | $4,656+9.0% | $4,028+26.1% |
| Admin fee / account holder | $7,701 | $6,112+26.0% | $7,492+2.8% | $5,403+42.5% |