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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 | $81,466 | $77,817+4.7% | $123,553-34.1% | $64,173+26.9% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.3%-25.2pp | 69.6%-12.4pp |
| Annual return | -6.25% | 12.49%-18.7pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,429 | $5,240-15.5% | $6,426-31.1% | $3,470+27.6% |
| Admin fee / account holder | $1,043 | $5,519-81.1% | $9,284-88.8% | $4,887-78.7% |