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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 | $72,675 | $131,835-44.9% | $108,582-33.1% | $273,972-73.5% |
| Participation rate | 42.1% | 83.5%-41.4pp | 79.6%-37.5pp | 83.0%-40.9pp |
| Annual return | 2.69% | -91.57%+94.3pp | -51.70%+54.4pp | 41.46%-38.8pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,085 | $5,127-20.3% | $4,311-5.2% | $5,287-22.7% |
| Admin fee / account holder | $1,886 | $10,253-81.6% | $7,645-75.3% | $10,133-81.4% |