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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 | $100,043 | $48,267+107.3% | $68,808+45.4% | $68,486+46.1% |
| Participation rate | 27.5% | 60.7%-33.2pp | 69.0%-41.5pp | 67.9%-40.4pp |
| Annual return | -10.45% | -12.70%+2.3pp | -6.37%-4.1pp | -7.85%-2.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $915 | $2,867-68.1% | $3,942-76.8% | $4,028-77.3% |
| Admin fee / account holder | $49,402 | $4,362+1032.4% | $4,936+900.9% | $5,404+814.2% |