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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 | $48,192 | $77,816-38.1% | $123,552-61.0% | $64,173-24.9% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.3%-22.3pp | 69.6%-9.6pp |
| Annual return | -6.19% | 12.49%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,695 | $5,240-10.4% | $6,426-26.9% | $3,470+35.3% |
| Admin fee / account holder | $3,021 | $5,519-45.3% | $9,285-67.5% | $4,887-38.2% |