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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 | $83,218 | $48,267+72.4% | $68,794+21.0% | $68,495+21.5% |
| Participation rate | 46.4% | 60.7%-14.2pp | 69.0%-22.6pp | 67.9%-21.5pp |
| Annual return | -16.15% | -12.70%-3.4pp | -6.37%-9.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,468 | $2,867+90.7% | $3,941+38.7% | $4,028+35.8% |
| Admin fee / account holder | $1,677 | $4,362-61.6% | $4,934-66.0% | $5,403-69.0% |