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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 | $102,836 | $71,873+43.1% | $86,698+18.6% | $68,490+50.1% |
| Participation rate | 43.2% | 72.2%-29.0pp | 76.6%-33.3pp | 67.9%-24.7pp |
| Annual return | -14.05% | 3.54%-17.6pp | 35.96%-50.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,028 | $3,779+6.6% | $4,656-13.5% | $4,0280% |
| Admin fee / account holder | $3,393 | $6,110-44.5% | $7,492-54.7% | $5,403-37.2% |