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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 | $70,832 | $73,863-4.1% | $143,797-50.7% | $68,490+3.4% |
| Participation rate | 61.8% | 66.7%-4.9pp | 80.3%-18.6pp | 67.9%-6.1pp |
| Annual return | -18.19% | 0.91%-19.1pp | -0.04%-18.2pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,337 | $3,385+28.1% | $5,638-23.1% | $4,028+7.7% |
| Admin fee / account holder | $449 | $5,756-92.2% | $14,679-96.9% | $5,403-91.7% |