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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 | $86,898 | $53,596+62.1% | $90,657-4.1% | $64,173+35.4% |
| Participation rate | 38.7% | 64.5%-25.8pp | 74.0%-35.3pp | 69.6%-30.9pp |
| Annual return | -7.56% | 4.41%-12.0pp | 1.89%-9.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,300 | $2,459+34.2% | $3,424-3.6% | $3,470-4.9% |
| Admin fee / account holder | $1,513 | $3,868-60.9% | $4,994-69.7% | $4,887-69.0% |