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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 | $65,430 | $42,396+54.3% | $67,313-2.8% | $56,289+16.2% |
| Participation rate | 43.6% | 61.0%-17.4pp | 69.1%-25.5pp | 69.9%-26.3pp |
| Annual return | 8.13% | -36.63%+44.8pp | -4.08%+12.2pp | -9.96%+18.1pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,291 | $2,360-45.3% | $3,568-63.8% | $3,350-61.5% |
| Admin fee / account holder | $12,817 | $510+2415.1% | $4,507+184.4% | $521+2360.2% |