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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 | $78,440 | $43,504+80.3% | $68,612+14.3% | $56,289+39.4% |
| Participation rate | 67.0% | 67.8%-0.9pp | 72.2%-5.2pp | 69.9%-2.9pp |
| Annual return | -2.21% | -3.15%+0.9pp | -4.63%+2.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,323 | $2,509+152.0% | $3,311+91.0% | $3,350+88.7% |
| Admin fee / account holder | $6,136 | $515+1091.4% | $5,131+19.6% | $521+1077.7% |