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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 | $41,477 | $50,947-18.6% | $74,549-44.4% | $64,173-35.4% |
| Participation rate | 58.2% | 61.1%-2.9pp | 69.1%-11.0pp | 69.6%-11.4pp |
| Annual return | -5.93% | -1.85%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,645 | $2,302-28.5% | $3,108-47.1% | $3,470-52.6% |
| Admin fee / account holder | $9,388 | $4,221+122.4% | $5,059+85.6% | $4,887+92.1% |