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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 | $69,476 | $61,660+12.7% | $80,022-13.2% | $64,181+8.3% |
| Participation rate | 52.6% | 71.7%-19.1pp | 75.8%-23.3pp | 69.6%-17.0pp |
| Annual return | -5.86% | -0.33%-5.5pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,578 | $2,968-13.1% | $3,686-30.1% | $3,470-25.7% |
| Admin fee / account holder | $572 | $5,417-89.4% | $6,521-91.2% | $4,887-88.3% |