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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 | $67,390 | $72,404-6.9% | $110,243-38.9% | $64,173+5.0% |
| Participation rate | 34.9% | 73.3%-38.5pp | 79.8%-44.9pp | 69.6%-34.7pp |
| Annual return | -0.02% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,869 | $3,469-46.1% | $4,672-60.0% | $3,470-46.1% |
| Admin fee / account holder | $9,811 | $5,664+73.2% | $8,548+14.8% | $4,887+100.7% |