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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 | $73,903 | $72,404+2.1% | $110,243-33.0% | $64,173+15.2% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | -7.38% | -6.29%-1.1pp | 314.76%-322.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,611 | $3,469-24.7% | $4,672-44.1% | $3,470-24.7% |
| Admin fee / account holder | $468 | $5,664-91.7% | $8,548-94.5% | $4,887-90.4% |