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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 | $77,244 | $64,716+19.4% | $112,258-31.2% | $68,495+12.8% |
| Participation rate | 61.5% | 67.2%-5.6pp | 75.1%-13.5pp | 67.9%-6.4pp |
| Annual return | -10.78% | -11.40%+0.6pp | 27.47%-38.2pp | -7.84%-2.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,636 | $3,565-26.1% | $4,728-44.3% | $4,028-34.6% |
| Admin fee / account holder | $11,167 | $5,232+113.4% | $6,411+74.2% | $5,403+106.7% |