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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 | $83,042 | $82,678+0.4% | $125,391-33.8% | $68,490+21.2% |
| Participation rate | 47.1% | 75.1%-28.0pp | 82.4%-35.3pp | 67.9%-20.8pp |
| Annual return | -18.25% | -5.97%-12.3pp | 572.41%-590.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,812 | $6,111+11.5% | $7,448-8.5% | $4,028+69.1% |
| Admin fee / account holder | $6,571 | $6,277+4.7% | $10,009-34.3% | $5,403+21.6% |