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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 | $78,696 | $48,267+63.0% | $68,808+14.4% | $68,486+14.9% |
| Participation rate | 43.3% | 60.7%-17.4pp | 69.0%-25.7pp | 67.9%-24.6pp |
| Annual return | -18.60% | -12.70%-5.9pp | -6.37%-12.2pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,684 | $2,867-41.2% | $3,942-57.3% | $4,028-58.2% |
| Admin fee / account holder | $11,690 | $4,362+168.0% | $4,936+136.8% | $5,404+116.3% |