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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 | $36,904 | $77,816-52.6% | $123,552-70.1% | $64,173-42.5% |
| Participation rate | 63.8% | 74.7%-10.9pp | 82.3%-18.5pp | 69.6%-5.7pp |
| Annual return | -3.16% | 12.49%-15.6pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,331 | $5,240-17.3% | $6,426-32.6% | $3,470+24.8% |
| Admin fee / account holder | $15,517 | $5,519+181.2% | $9,285+67.1% | $4,887+217.5% |