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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 | $114,954 | $81,870+40.4% | $119,634-3.9% | $68,490+67.8% |
| Participation rate | 49.3% | 71.9%-22.6pp | 79.3%-30.0pp | 67.9%-18.6pp |
| Annual return | -14.60% | -23.82%+9.2pp | -14.98%+0.4pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,640 | $4,148+11.9% | $5,601-17.2% | $4,028+15.2% |
| Admin fee / account holder | $16,450 | $6,583+149.9% | $10,329+59.3% | $5,403+204.5% |