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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 | $87,109 | $57,352+51.9% | $83,830+3.9% | $64,173+35.7% |
| Participation rate | 53.8% | 68.6%-14.8pp | 76.1%-22.3pp | 69.6%-15.7pp |
| Annual return | -4.58% | 11.38%-16.0pp | 850.97%-855.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,844 | $2,993-5.0% | $4,082-30.3% | $3,470-18.0% |
| Admin fee / account holder | $4,355 | $4,046+7.6% | $5,479-20.5% | $4,887-10.9% |