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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 | $71,961 | $72,177-0.3% | $115,038-37.4% | $59,633+20.7% |
| Participation rate | 64.7% | 72.6%-7.8pp | 81.4%-16.7pp | 68.7%-4.0pp |
| Annual return | -1.22% | 12.02%-13.2pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,049 | $4,783-15.3% | $6,026-32.8% | $3,192+26.9% |
| Admin fee / account holder | $2,768 | $4,927-43.8% | $8,175-66.1% | $4,297-35.6% |