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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 | $79,857 | $73,863+8.1% | $143,797-44.5% | $68,490+16.6% |
| Participation rate | 42.2% | 66.7%-24.4pp | 80.3%-38.1pp | 67.9%-25.7pp |
| Annual return | -18.30% | 0.91%-19.2pp | -0.04%-18.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,451 | $3,385-27.6% | $5,638-56.5% | $4,028-39.2% |
| Admin fee / account holder | $1,199 | $5,756-79.2% | $14,679-91.8% | $5,403-77.8% |