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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 | $126,946 | $73,848+71.9% | $143,799-11.7% | $68,486+85.4% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | -11.37% | 0.91%-12.3pp | -0.04%-11.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,264 | $3,385-3.6% | $5,638-42.1% | $4,028-19.0% |
| Admin fee / account holder | $1,202 | $5,755-79.1% | $14,677-91.8% | $5,404-77.8% |