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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 | $82,399 | $50,958+61.7% | $74,552+10.5% | $64,181+28.4% |
| Participation rate | 39.5% | 61.1%-21.5pp | 69.1%-29.6pp | 69.6%-30.0pp |
| Annual return | -7.11% | -1.86%-5.3pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,705 | $2,301+61.0% | $3,108+19.2% | $3,470+6.8% |
| Admin fee / account holder | $2,470 | $4,223-41.5% | $5,060-51.2% | $4,887-49.5% |