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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 | $68,693 | $67,411+1.9% | $91,004-24.5% | $70,126-2.0% |
| Participation rate | 56.8% | 71.4%-14.6pp | 75.6%-18.8pp | 69.5%-12.8pp |
| Annual return | 16.97% | -40.16%+57.1pp | 4.60%+12.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,315 | $2,823-18.0% | $3,548-34.8% | $3,332-30.5% |
| Admin fee / account holder | $543 | $4,236-87.2% | $5,417-90.0% | $4,645-88.3% |