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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 | $79,160 | $48,267+64.0% | $68,808+15.0% | $68,486+15.6% |
| Participation rate | 27.8% | 60.7%-32.9pp | 69.0%-41.2pp | 67.9%-40.1pp |
| Annual return | -7.24% | -12.70%+5.5pp | -6.37%-0.9pp | -7.85%+0.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,589 | $2,867-9.7% | $3,942-34.3% | $4,028-35.7% |
| Admin fee / account holder | $1,283 | $4,362-70.6% | $4,936-74.0% | $5,404-76.3% |