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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 | $53,911 | $46,697+15.4% | $117,529-54.1% | $68,490-21.3% |
| Participation rate | 64.3% | 56.8%+7.5pp | 70.6%-6.3pp | 67.9%-3.6pp |
| Annual return | -7.57% | -14.52%+6.9pp | 29.77%-37.3pp | -7.85%+0.3pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,364 | $2,637-10.4% | $4,072-41.9% | $4,028-41.3% |
| Admin fee / account holder | $455 | $4,023-88.7% | $5,645-91.9% | $5,403-91.6% |