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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 | $72,172 | $58,587+23.2% | $83,322-13.4% | $64,173+12.5% |
| Participation rate | 57.1% | 72.0%-14.9pp | 77.8%-20.6pp | 69.6%-12.4pp |
| Annual return | -5.43% | 9.65%-15.1pp | 10.64%-16.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,535 | $4,654-45.5% | $5,565-54.4% | $3,470-26.9% |
| Admin fee / account holder | $1,961 | $9,279-78.9% | $7,540-74.0% | $4,887-59.9% |