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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 | $66,128 | $44,221+49.5% | $121,220-45.4% | $56,289+17.5% |
| Participation rate | 63.7% | 61.1%+2.7pp | 71.8%-8.0pp | 69.9%-6.1pp |
| Annual return | -5.25% | -3.58%-1.7pp | 16.94%-22.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,945 | $2,521+96.1% | $3,345+47.8% | $3,350+47.6% |
| Admin fee / account holder | $948 | $480+97.4% | $5,021-81.1% | $521+82.0% |