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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 | $87,326 | $73,863+18.2% | $143,797-39.3% | $68,490+27.5% |
| Participation rate | 57.7% | 66.7%-9.0pp | 80.3%-22.6pp | 67.9%-10.2pp |
| Annual return | -7.79% | 0.91%-8.7pp | -0.04%-7.7pp | -7.85%+0.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,614 | $3,385+6.8% | $5,638-35.9% | $4,028-10.3% |
| Admin fee / account holder | $2,777 | $5,756-51.8% | $14,679-81.1% | $5,403-48.6% |