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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 | $45,412 | $42,383+7.1% | $76,518-40.7% | $64,173-29.2% |
| Participation rate | 36.0% | 58.1%-22.1pp | 68.0%-32.0pp | 69.6%-33.6pp |
| Annual return | -7.71% | -16.54%+8.8pp | -0.27%-7.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,576 | $2,566+78.3% | $3,836+19.3% | $3,470+31.9% |
| Admin fee / account holder | $1,481 | $3,198-53.7% | $4,849-69.5% | $4,887-69.7% |