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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 | $52,107 | $50,947+2.3% | $74,549-30.1% | $64,173-18.8% |
| Participation rate | 34.6% | 61.1%-26.4pp | 69.1%-34.5pp | 69.6%-35.0pp |
| Annual return | -4.28% | -1.85%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,491 | $2,302-35.2% | $3,108-52.0% | $3,470-57.0% |
| Admin fee / account holder | $3,615 | $4,221-14.3% | $5,059-28.5% | $4,887-26.0% |