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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 | $54,660 | $42,548+28.5% | $74,551-26.7% | $56,289-2.9% |
| Participation rate | 21.2% | 60.5%-39.2pp | 69.1%-47.9pp | 69.9%-48.6pp |
| Annual return | -1.25% | 12.40%-13.6pp | 32.53%-33.8pp | -9.96%+8.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,206 | $2,277-47.0% | $3,108-61.2% | $3,350-64.0% |
| Admin fee / account holder | $5,436 | $467+1063.6% | $5,059+7.4% | $521+943.4% |