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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 | $43,775 | $56,484-22.5% | $169,452-74.2% | $64,173-31.8% |
| Participation rate | 52.3% | 64.5%-12.3pp | 77.8%-25.5pp | 69.6%-17.3pp |
| Annual return | -5.90% | -1.55%-4.3pp | 1.83%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,943 | $3,448+14.4% | $5,277-25.3% | $3,470+13.7% |
| Admin fee / account holder | $6,605 | $4,174+58.2% | $9,110-27.5% | $4,887+35.1% |