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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 | $106,827 | $42,383+152.1% | $76,518+39.6% | $64,173+66.5% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | -5.87% | -16.54%+10.7pp | -0.27%-5.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,646 | $2,566+120.0% | $3,836+47.2% | $3,470+62.7% |
| Admin fee / account holder | $716 | $3,198-77.6% | $4,849-85.2% | $4,887-85.3% |