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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 | $67,481 | $68,996-2.2% | $159,991-57.8% | $68,495-1.5% |
| Participation rate | 66.7% | 65.4%+1.3pp | 78.0%-11.3pp | 67.9%-1.2pp |
| Annual return | -11.63% | -9.65%-2.0pp | 408.82%-420.4pp | -7.84%-3.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,752 | $4,211-34.6% | $6,183-55.5% | $4,028-31.7% |
| Admin fee / account holder | $878 | $4,797-81.7% | $8,715-89.9% | $5,403-83.8% |