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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 | $91,317 | $99,032-7.8% | $80,022+14.1% | $135,380-32.5% |
| Participation rate | 61.1% | 78.4%-17.2pp | 75.8%-14.7pp | 82.6%-21.5pp |
| Annual return | -6.86% | 15.39%-22.2pp | 11.22%-18.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,369 | $4,282+2.0% | $3,686+18.5% | $5,609-22.1% |
| Admin fee / account holder | $3,875 | $10,436-62.9% | $6,521-40.6% | $10,828-64.2% |