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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 | $70,447 | $59,813+17.8% | $79,580-11.5% | $68,486+2.9% |
| Participation rate | 36.9% | 61.1%-24.1pp | 69.5%-32.6pp | 67.9%-31.0pp |
| Annual return | -7.05% | -12.30%+5.2pp | 0.15%-7.2pp | -7.85%+0.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,704 | $3,024-10.6% | $3,985-32.1% | $4,028-32.9% |
| Admin fee / account holder | $19,898 | $4,835+311.6% | $6,835+191.1% | $5,404+268.2% |