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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 | $72,775 | $50,947+42.8% | $74,551-2.4% | $64,173+13.4% |
| Participation rate | 38.5% | 61.1%-22.6pp | 69.1%-30.7pp | 69.6%-31.1pp |
| Annual return | -3.49% | -1.85%-1.6pp | 32.53%-36.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,107 | $2,302-51.9% | $3,108-64.4% | $3,470-68.1% |
| Admin fee / account holder | $46,000 | $4,221+989.8% | $5,059+809.2% | $4,887+841.2% |