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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 | $85,039 | $64,729+31.4% | $112,263-24.3% | $68,490+24.2% |
| Participation rate | 48.0% | 67.2%-19.2pp | 75.1%-27.1pp | 67.9%-19.9pp |
| Annual return | -15.92% | -11.40%-4.5pp | 27.49%-43.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,084 | $3,566-41.6% | $4,729-55.9% | $4,028-48.3% |
| Admin fee / account holder | $11,694 | $5,222+123.9% | $6,410+82.4% | $5,403+116.4% |