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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 | $63,951 | $59,834+6.9% | $79,576-19.6% | $68,495-6.6% |
| Participation rate | 63.6% | 61.1%+2.6pp | 69.5%-5.8pp | 67.9%-4.3pp |
| Annual return | -18.45% | -12.30%-6.2pp | 0.15%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,139 | $3,024+36.9% | $3,985+3.9% | $4,028+2.8% |
| Admin fee / account holder | $1,361 | $4,835-71.9% | $6,834-80.1% | $5,403-74.8% |