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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 | $83,351 | $62,583+33.2% | $76,767+8.6% | $64,173+29.9% |
| Participation rate | 46.4% | 72.8%-26.4pp | 77.0%-30.5pp | 69.6%-23.1pp |
| Annual return | -6.26% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,067 | $3,145-34.3% | $3,852-46.3% | $3,470-40.4% |
| Admin fee / account holder | $400 | $4,667-91.4% | $6,675-94.0% | $4,887-91.8% |