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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 | $122,824 | $53,546+129.4% | $69,890+75.7% | $68,490+79.3% |
| Participation rate | 67.7% | 64.5%+3.2pp | 70.5%-2.7pp | 67.9%-0.2pp |
| Annual return | -13.50% | -13.87%+0.4pp | 190.84%-204.3pp | -7.85%-5.7pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,434 | $2,957-17.7% | $3,848-36.8% | $4,028-39.6% |
| Admin fee / account holder | $14,110 | $4,693+200.7% | $6,267+125.1% | $5,403+161.2% |